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Financial Code Blue Saving the Doctor!

Financial Code Blue Saving 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. Buy Contribution to Retirement Plan Student Loan Repayment

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Financial Code Blue Saving the Doctor!

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  1. Financial Code BlueSaving the Doctor! Anita H. Hester CPA, CVA, CHBC

  2. “Earth – Welcome” http://www.youtube.com/watch?v=YnJatP5Ebu8&feature=player_detailpage

  3. 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

  4. Buy vs. Rent • Pro’s to Buy • The American Dream • Build Equity • Tax Breaks • Con’s to Buy • Getting Financing • Maintenance • Selling

  5. Those Who Have Gone Before You

  6. Retirement • Think about it NOW • Take advantage of Employer Matches • Before-Tax Deduction • Don’t touch it!

  7. Student Loans • Required Minimum Payment • Consolidate • Utilize Bank Draft • Deferment • Default

  8. Disability Insurance • Why? • Employer provided coverage • Professional association group coverage • Individual disability coverage

  9. Health Savings Account • What Is it? • Requires High Deductible Health Plan • Great option for healthy young adults • Pre-Tax Deduction • Offsets future healthcare costs

  10. Charity • Pay it forward • Rate of Return is Limitless • The Chicken was Involved…The Pig was Committed

  11. ? Questions

  12. Financial Code BlueSaving 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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