Books
THE ORTHOPAEDIC SUCCESS MANUAL
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 pursue financial success and tranquility.
OPTIMAL FINANCIAL HEALTH
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.
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.
Articles
The Three Greatest Risks to your Wealth
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
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.