FINANCIAL CODE BLUE SAVING THE DOCTOR! Anita H. Hester CPA, CVA, CHBC
F INANCIAL C ODE B LUE S AVING THE D OCTOR ! Anita H. Hester CPA, CVA, CHBC.
Dec 31, 2015
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FINANCIAL CODE BLUESAVING THE DOCTOR!
Anita H. Hester CPA, CVA, CHBC
“EARTH – WELCOME”
http://www.youtube.com/watch?v=YnJatP5Ebu8&feature=player_detailpage
I’M OUT! NOW WHAT? “DECISIONS…DECISIONS”
Rent vs. BuyContribution to Retirement PlanStudent Loan RepaymentDisability / Life InsuranceHealth Savings AccountCharitable Giving
BUY VS. RENTPro’s to Buy
The American Dream
Build EquityTax Breaks
Con’s to BuyGetting FinancingMaintenanceSelling
THOSE WHO HAVE GONE BEFORE YOU
RETIREMENT
Think about it NOW
Take advantage of Employer Matches
Before-Tax Deduction
Don’t touch it!
STUDENT LOANS
Required Minimum Payment
Consolidate
Utilize Bank Draft
Deferment
Default
DISABILITY INSURANCE
Why?
Employer provided coverage
Professional association group
coverage
Individual disability coverage
HEALTH SAVINGS ACCOUNT
What Is it?
Requires High Deductible Health Plan
Great option for healthy young adults
Pre-Tax Deduction
Offsets future healthcare costs
CHARITY Pay it forward Rate of Return is Limitless The Chicken was Involved…The Pig was
Committed
?Questions
FINANCIAL CODE BLUESAVING THE DOCTOR!
Anita H. Hester CPA, CVA, [email protected]
919-872-5094 Office
919-805-9992 Mobile
Pittard Perry & Crone, Inc
911 Paverstone Dr
Raleigh, NC 27615
www.ppccpa.com
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