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.
Articles
The 3 Greatest Risks to your Wealth
Resident’s Financial Success Blueprint
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 Ways to Mess Up your 401k
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
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.