All financial planning Articles
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524FinancesHow Marital Status & Home State Affect How You Should File Taxes to Best Manage Student Debt
Tax filing and student loan repayment strategies for optometrists
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813Insights From Our EditorsThe Year-End Checkup – Optometry Practice Debt
Optometry practice debt management strategies Part two of three-part series on conducting a year-end evaluation of your practice. Click HERE to read...
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3.1KFinancesYear-End Practice Checkup: How to Conduct Comprehensive Review of P&L Statement
Optometry financial review: Strategies for revenue and expense evaluation By Mick Kling, OD Oct. 16, 2024 As we enter the last quarter...
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323Practice TransitionsWhen Do I Retire? Sometimes Becoming Part of a Larger Organization Can Help Answer that Question.
Retirement planning tips for optometrists
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1.5KInsights From Our EditorsODs Saving for Children’s College: What’s Working For & Against You
Student loans and higher education costs By Vittorio Mena, OD, MS Sept. 25, 2024 Colleges throughout the U.S. start the fall semester...
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1.4KInsights From Our EditorsWhen Is It Time to Retire as an Optometrist? Perspectives from the Field.
Transitioning to a rewarding retirement: Insights and perspectives By Laurie Sorrenson, OD, FAAO August 7, 2024 Given recent developments in the U.S....
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2.2KFinancesThe Financial Investment You May Be Overlooking that Can Help Secure Your Retirement
Are annuities worth it for retirement? By Vittorio Mena, OD, MS July 31, 2024 As we grow older and get closer to...
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1.4KInsights From Our EditorsFinancial Planning: Checklist to Determine if You’re Staying on Top of It
Determining if you have what you need to stay financially fit. By Vittorio Mena, OD, MS June 26, 2024 Why do people...
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1.8KInsights From Our EditorsShort-Term Accounts: What They Are & Why You Need One
High-earning place to save money, where you can access it whenever you need it. By Vittorio Mena, OD, MS May 22, 2024...
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1.1KStaff ManagementAn Easy Way to Rein In Your HR Challenges
An option you may not have considered to address HR challenges.
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1.3KFinancesHow the Corporate Entity You Choose for Your Practice Impacts What You Pay in Taxes
The ramifications of the corporate entity you choose.
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2.3KFinances
The Practice Retirement Plan Add-On with Significant Potential Tax Advantages
Complementary retirement plan with potential tax savings.
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1.7KNews Briefs ArchiveReader Poll: How Well Have You Planned for Retirement?
Insights into how ODs are (or are not) preparing for retirement.
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2.8KPractice TransitionsWhat I Learned About Planning Effectively for the Transition to Post-Practice Retirement
How to ensure you get the retirement you envision.
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2.2KFinancesDo You Have an “Intentional” Practice? How to Find Out & Why It’s Important.
Creating a practice that helps you fulfill your personal goals.
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3.2KFinancesPiloting Your Finances: How to Ensure a Profitable Landing for Your Practice
Long-term financial planning that ensures a profitable outcome.
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4.1KFinances4 Ways to Increase the Pre-Sale Value of Your Practice
Implementing a strategy to increase your practice's value.
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2.2KFinancesThe Potentially Huge Impact of Switching from a SIMPLE IRA to a 401(k)
Why a 401(k) is a better option than a SIMPLE IRA.
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4.8KFinancesStay Independent or Sell to PE? A Financial Analysis to Help You Decide.
Financial calculations to help you make a critical decision.
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3.4KThe Optometric MinuteIs Your Practice Proactive or Reactive?
You can plan to be ready or simply be ready.
