5 Steps to Organize Your Finances
Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.
Whatever stage of your life and career you are in, SDT is here to support you. Our articles will keep you up to date on best practices for financial planning and wealth management.
Your employer may have group disability insurance (sometimes called business disability insurance) available. As a physician or dentist, ...
Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...
As a doctor, you are more likely than most people to be well-versed in the matters of physical or oral health. However, you may not know ...
In the Prosperous Doc® Podcast, we feature physicians, dentists, and other leaders in the medical and dental industries. You will hear doctors’ discuss their varied career paths and listen to real-life stories of turning practice wealth into personal wealth.
In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes esteemed attorneys Christian Perrin of Perrin Legal and Pete ...
On this episode of the Prosperous Doc ®, our host Shane Tenny, CFP® welcomes Dr. Stacy Goldbaum. Dr. Goldbaum shares her story of moving ...
On this episode of the Prosperous Doc ®, our host Shane Tenny, CFP® welcomes Dr. Beena Nagappala. Dr. Beena Nagappala began her medical ...
Are you ready to create a sound financial plan? Financial planning can be stressful if you don't know where to start. That's why we created the SDT resource library to help you with your financial planning journey and bring you steps closer to your financial goals. Download one of our resources to get started!
Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.
Is your practice in good financial health? There are five financial areas that are often overlooked in a medical practice but can make a big impact on efficiency and growth.
Understand: What type of loans do I have? How do I qualify for Public Service Loan Forgiveness? What other options do I have? Who can help me when I have questions?
