Financial Code Blue Saving the Doctor_ by pptfiles

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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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