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Financial Planning
Author: Team Vestia
Posted: 06/15/2021

The Ins and Outs of Cash Flow Planning for New To Practice Doctors

No matter where you are in your career, cash flow planning can be an overwhelming process—especially if you're trying to take it on...
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Financial Planning
Author: Team Vestia
Posted: 06/01/2021

Feeling COVID Burnout? 4 Tips for Physicians Who Want To Retire Early

It’s no surprise that the global pandemic has made its mark in...
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Financial Planning
Author: Team Vestia
Posted: 05/01/2021

5 Tax Planning Opportunities for Doctors Based On The President’s New Proposals

President Biden’s vision for revitalizing the country has been...
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Financial Planning
Author: Team Vestia
Posted: 04/15/2021

How COVID-19 May Have Changed Your Money Forever

From lockdowns to market volatility, COVID-19 has led many...
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Financial Planning
Author: Team Vestia
Posted: 04/01/2021

5 Tax Reduction Strategies Medical Practice Owners Can Consider

Taxes are one of the most universal aspects of finances—at some...
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Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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