F INANCIAL C ODE B LUE S AVING THE D OCTOR ! Anita H. Hester CPA, CVA, CHBC.

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FINANCIAL CODE BLUE SAVING THE DOCTOR! Anita H. Hester CPA, CVA, CHBC

Transcript of F INANCIAL C ODE B LUE S AVING THE D OCTOR ! Anita H. Hester CPA, CVA, CHBC.

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