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Tag: wealth management

Tax Season is Coming: How Surgeons Can Maximize Their Deductions
30 Dec 2024 Surgeons Capital Management Tax Planning

Tax Season is Coming: How Surgeons Can Maximize Their Deductions

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2024 Hindsight & 2025 Foresight: Surgeon-Specific Financial Resolutions
23 Dec 2024 Surgeons Capital Management Financial Planning

2024 Hindsight & 2025 Foresight: Surgeon-Specific Financial Resolutions

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Give the Gift of Security: Leaving a Lasting Legacy for Your Family
16 Dec 2024 Surgeons Capital Management Estate Planning

Give the Gift of Security: Leaving a Lasting Legacy for Your Family

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End-of-Year Frenzy? Optimize Your Finances Before the Holidays
6 Dec 2024 Surgeons Capital Management Financial Planning

End-of-Year Frenzy? Optimize Your Finances Before the Holidays

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Storm Clouds on the Horizon: Weathering Financial Storms As a Busy Surgeon
11 Nov 2024 Surgeons Capital Management Financial Planning

Storm Clouds on the Horizon: Weathering Financial Storms As a Busy Surgeon

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Surgeon’s Election Season Survival Guide: Will Policies Impact Your Finances?
28 Oct 2024 Surgeons Capital Management Financial Planning

Surgeon’s Election Season Survival Guide: Will Policies Impact Your Finances?

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Is Your Surgeon Lifestyle Putting Your Financial Future at Risk? Here’s How to Break Free
9 Jul 2024 Surgeons Capital Management Wealth Management

Is Your Surgeon Lifestyle Putting Your Financial Future at Risk? Here’s How to Break Free

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Understanding Qualified Retirement Plans for Surgeons
7 Jun 2024 Surgeons Capital Management Financial Planning, Retirement Planning

Understanding Qualified Retirement Plans for Surgeons

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Feeling Scalpel-Sharp, But Investment Fuzzy? Build a Rock-Solid Portfolio for Surgeon Wealth
28 May 2024 Surgeons Capital Management Financial Planning, Investment Management

Feeling Scalpel-Sharp, But Investment Fuzzy? Build a Rock-Solid Portfolio for Surgeon Wealth

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Want to Leave a Legacy Beyond the Operating Room? Secure Your Family’s Future with Powerful Estate Planning Strategies
14 May 2024 Surgeons Capital Management Estate Planning, Financial Planning

Want to Leave a Legacy Beyond the Operating Room? Secure Your Family’s Future with Powerful Estate Planning Strategies

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