Thank you for for attending the annual meeting and listening to our presentation. A full copy of the presentation along with relevant links are below; if you have specific questions about your personal finances, please complete the form here.
Physician Personal Finance - 20170914
- Determine if Your Personal Information was Compromised in 2017 Equifax Breach
- Obtain and Review a Copy of Your Credit Report to Ensure All Accounts are Accurate
- Freeze Your Credit with All 4 Credit Reporting Agencies:
- Obtain Anonymous Term Life Insurance Quotes
- High Yield Savings Accounts:
- Barclays 1.20% Online Savings
- Goldman Sachs 1.20% Online Savings
- Research 529 Plans
- Social Security Statement Access
- Find a local estate planning attorney
State Specific Venture Capital Tax Credit Information
State Specific Venture Capital Tax Credits