Physician Personal Finance
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
- Evaluate refinancing student loans at www.sofi.com or www.laurelroad.com.
- 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:
- Ally 1.65% Online Savings
- Goldman Sachs 1.70% Online Savings
- Research 529 Plans
- Google 2-Factor Authentication
- Find a local Estate planning attorney
State Specific Venture Capital Tax Credit InformationĀ
State Specific Venture Capital Tax Credits