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The 50/30/20 Approach to Budgeting
By Natalie Hayes Schmook, MBA, CFP, CVA Every day, I work with high-income ODs who want to create a meaningful nest egg and build wealth outside their practice. While we do in-depth analysis on cash...
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How a Switch From Managed Care to Direct Care Improved Earnings and Satisfaction
Dr. Ramsey Foster Kara Ramsey Foster, OD, opened EyeCare for You in Apex, North Carolina, in 2015. A few years later, she was stressed by feeling like she was working for managed vision companies...
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Roll Kids’ 529 Plans Into Roth IRAs?
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors Q: What is this 529 plan rollover? A: At the start of 2023, the Secure 2.0 Act came out with a dizzying number of changes (90 to be...
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Women Increasingly Becoming Primary Breadwinners
Credit: Getty Images More women in high-earning heterosexual couples are out-earning their spouses – but many aren’t particularly comfortable with that, according to a new report from global wealth...
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Are You on Track WIth Your Retirement Planning this Year?
Natalie Hayes Schmook By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors The IRS increased limits on retirement plans for 2023, so halfway through the year is a good opportunity to be sure...
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Student Debt Has Financial Ripple Effect
95% of respondents to Pop-up Poll said they graduated with debt Nearly 30% (29.1%) of respondents to a WO Pop-up Poll shared by Review of Optometric Business said that they did or anticipate graduating...
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How Can 1% Help You Save More for Retirement?
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors Retirement savings can see very intimidating, especially for new practitioners and those who feel they are behind. The reality is that...
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Investing 101: The Bond Market
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors For most beginner investors, the stock market is an approachable way to learn about “the market”. But stocks only paint part of the...
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Investing 301: Getting Started
By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors We’ve discussed how stocks are categorized and types of investment vehicles. This month let’s explore how to get started investing. Here...
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National Vision Opens 2023-2024 Scholarship Program
National Vision invites third- and fourth-year optometry students to share their perspective on “Increasing Access to Eye Care for Children” for a chance to win a $7,500 scholarship. Hear from previous...
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One-Third of Poll Respondents Said Student Debt Tops $200K
About one-third of the respondents to a recent Women In Optometry and Review of Optometric Business Pop-up Poll said that they have student loan debt of more than $200,000. Nearly 20% of respondents...
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