Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time 6 Tax-Planning Levers You Can Still Pull Before Tax Time It's already February, and we're cruising right into tax season. Since the New Year passed, all tax-planning opportunities went with it, right? Not quite – there are still tax planning opportunities to take advantage of for 2024 after the New Year. With changes in tax laws and evolving strategies, there’s plenty to consider. Without...
27 days ago • 7 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Your Tax Time Survival Guide 🎉 It’s here again—tax season! That joyous time when ODs and tax preparers come together to conquer the complexities of tax returns 🤝. Whether you're managing a private practice or working as an associate, being prepared with the right documents can make tax time smoother, faster, and more financially beneficial. Here's your essential tax-time checklist to keep...
about 1 month ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time New Federal Loan Guidance ODs Need to Know 😵💫 Feeling lost in the whirlwind of student loan updates? You’re not alone. This week the Department of Education updated their guidance around the SAVE plan situation, and there are important nuggets for anyone navigating repayment plans. As an optometrist, I know you’re juggling patients, practice demands, and family life. So here’s a quick,...
about 2 months ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time The Habits That Shape Your Financial Future How do you increase the odds of achieving financial independence? It starts with consistently turning your earned income into asset year after year - taking your W2 wages and/or practice distributions and reinvesting it into assets. Back into the business, into your retirement and other investment accounts, real estate, or other businesses. Then...
about 2 months ago • 3 min read