SDT Financial Education Seminars

Every Topic, All the Expertise for Physicians and Dentists

Learn how different insurance strategies help you protect your money and when you should implement them.

Reducing – and paying off – your student loan debt is an important part of the process of planning your financial future.

Transitioning from your residency means more money and more potential financial pitfalls. Let us be your guide.

Getting started on a savings and investment plan as well as managing tax liability are among the challenges you face.

Learn the differences between a will and trust and estate documents you may need as you look ahead.

As I compose this article, I am reminded that about a year ago, we all entered the beginning of the global pandemic now called COVID-19. ...

One of the most common questions we get from clients involves Roth IRA accounts. Everyone seems to have a general idea that Roth IRAs are ...

Planning for retirement is not a one-time event. It is a multistep process that continues to evolve as you, your circumstances, and some ...