Financial Checklist

Posted on by PRN | Leave a comment

We came across a brief but helpful article from The Physician Philosopher titled “End of Year Financial Checklist for High Earners.” The information can be helpful to physicians in nonclinical careers, consultants, and entrepreneurs, as well as clinicians. The checklist provides details on the following 7 items:

1. Backdoor Roth IRA
2. Life and Disability Insurance
3. Charitable Giving
4. Annual Savings Goal
5. Flexible Spending Money
6. Change Next Year’s Contributions
7. Net Worth Progress

You can read the article at this link.

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