Mosaic Financial Associates Resources

Resources

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Books

The definitive resource for Orthopaedic Surgeons to gain personal, professional and financial insights. Co-authored by three generations of Orthopaedic Surgeons with Anthony Williams, who has dedicated his practice to helping Orthopaedic Surgeons achieve financial success and peace of mind.

The doctor’s essential wealth management and preservation handbook. Anthony Williams and Marcus Ortega share their combined wisdom and knowledge in this handbook that focuses on helping doctors grow and protect wealth.

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Finance Tools

CASH FLOW ANALYSIS

We believe understanding the pattern of spending and sources of income are essential to a solid financial plan. Our personal cash flow statement can provide clarity in your life, and serves as a personal review of whether you are managing your expenses well. It also provides you with an opportunity to re-allocate your cash flow to bring your money in alignment with your goals.

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Articles

The Three Greatest Risks to your Wealth

5 Mistakes Doctors Make

Before I Complete Training

Journal of Orthopaedic Trauma

Scary Math: Where are Taxes Headed & What Are You Going to Do About it?

Two Critical Items to Address While in Training

Is Paying off my Home Early a Sound Financial Decision?

Eight 401k Blunders Doctors Can’t Afford To Make

What Would you or Your Family do Without your Income?

What you Need to Know When Evaluating Asset Protection Attorneys

Love Drawer: A Loving Gift for your Family

Free Refinancing Suitability Analysis from Doctors Without Quarters

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Websites

Listed below are links to websites that may be of interest to you. Feel free to visit these websites. Please note that these links are located on another service. We do not endorse the websites, sponsor, policies, activities, products or services offered on the site or by any advertiser on the site.

Visit the FINRA website for information from the largest independent regulator for all securities firms doing business in the U.S. The site offers articles, interactive tools, alerts, and other resources.

Access the official IRS website to download forms, research your tax questions, and even file electronically.