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Financial Code Blue Saving the Doctor_

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					FINANCIAL CODE BLUE
 SAVING THE DOCTOR!
     Anita H. Hester
    CPA, CVA, CHBC
“EARTH – WELCOME”
   http://www.youtube.com/watch?v=YnJat
   P5Ebu8&feature=player_detailpage
I’M OUT! NOW WHAT?
“DECISIONS…DECISIONS”
Rent vs. Buy
Contribution to Retirement Plan
Student Loan Repayment
Disability / Life Insurance
Health Savings Account
Charitable Giving
BUY VS. RENT
 Pro’s   to Buy
    The American
     Dream
    Build Equity
    Tax Breaks
 Con’s   to Buy
    Getting
     Financing
    Maintenance
    Selling
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 BLUE
 SAVING THE DOCTOR!
     Anita H. Hester
    CPA, CVA, CHBC
      ahhester@ppccpa.com
        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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posted:5/15/2013
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