On today's episode we answer YOUR questions!
- Should I stop contributing to my taxable account and 529s if we are going to move in a year?
- How much can we contribute to our grandchildren's 529 accounts without going over the gift limit?
- How much does college cost?
- If I go with Physician Family and you manage my accounts, how will you invest my money?
- Is term life insurance really the only life insurance I need?
- How much life insurance should I buy?
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
