9 Matches for Wealth Management

Discovery Resource # E-36

Understand how taxes impact your cash flow and how to estimate your income after taxes, so you’ll have a solid foundation when budgeting for your mortgage, car, emergency savings fund, living expenses, and investments. Read More...

Discovery Resource # E-29

Gain control of your financial life by creating a budget. Your budget will help you see where you are spending your money and where you can make adjustments to meet your financial goals. Remember, the numbers don't lie!

A budget will allow you to objectively evaluate your spending habits, plan for upcoming expenses and your financial future.

Budgeting also helps you distinguish between your financial needs and wants. Read More...

Discovery Resource # C-11

For "high-income" workers you may experience an increase in your 2015 federal taxes going forward due to a number of new provisions such as personal exemption phaseouts, limits to itemized deductions, 3.8% Medicare tax on investment income and the creation of a new tax bracket (39.6%).

Use this calculator to help determine your estimated tax liability along with your average and marginal tax rates. "High-income" workers may experience an increase in federal taxes and beyond due to new provisions such as personal exemption phaseouts, limits to itemized deductions, Medicare tax on investment income, and a new top tax bracket. Read More...

Discovery Resource # C-07

Buying a home is probably the biggest and most important investment you can make. It is important to determine how much home you can really afford, and how much will that home cost you in the end? Read More...

Discovery Resource # C-06

Use this calculator to help determine your estimated tax liability along with your average and marginal tax rates. "High-income" workers may experience an increase in federal taxes and beyond due to new provisions such as personal exemption phaseouts, limits to itemized deductions, Medicare tax on investment income, and a new top tax bracket. Read More...

Discovery Resource # C-05

When you borrow money for college and medical school you might not be thinking about your ability to repay the loan once you graduate. Outstanding student loan balances may infringe upon your ability to qualify for a home, auto and other personal loans. Use this tool to help gauge the feasibility of your student loan repayment with your anticipated future income. Read More...

Discovery Resource # C-04

Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making a small additional monthly payment toward principal, you can greatly accelerate the term of the loan and, thereby, realize tremendous savings in interest payments. Use our extra payment calculator to determine how much more quickly you may be able to pay off your debt. Read More...

Discovery Resource # ST-23

Your financial obligations are likely to be extensive and learning how to navigate your way through personal financial life early is critical to your future. Learn about the issues and obstacles that often prevent physicians from achieving financial independence and develop a plan that will help you pay down your debt and achieve financial success. Read More...

Discovery Resource # ST-09

Twenty to thirty years from now you will want to look back without regret having achieved the financial goals you have set for yourself and your family. Learning the basics and understanding how influencers taxes, insurance and disposable income could affect that future is critical from your first paycheck forward. Read More...