Doctor's Financial Resource

Doctor's Financial Resource We know that as a doctor, you are incredibly busy and may not have much time to manage your finances.

Your demanding lifestyle requires a trusted advisor to help protect your assets and manage your wealth, we can help.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
08/10/2022

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
08/08/2022

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Could you find acres of diamonds in your own backyard? Watch this video.
08/05/2022

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Investors are optimistic on the heels of earnings season and the Fed meeting minutes.
08/05/2022

Investors are optimistic on the heels of earnings season and the Fed meeting minutes.

Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the second quarter earnings season.

The market is as unpredictable as the weather. We’re here to help you prepare.
08/03/2022

The market is as unpredictable as the weather. We’re here to help you prepare.

The market is as unpredictable as the weather. We’d love to help you prepare.

Tax freedom day: the day you begin earning money for yourself.
08/01/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

What will your family do if you can't earn an income? Here are steps you can take today.
07/29/2022

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
07/27/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
07/25/2022

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
07/22/2022

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
07/20/2022

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
07/18/2022

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Address

6100 Uptown Boulevard NE, Suite 610C
Albuquerque, NM
87110

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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