by Team Vestia | Jan 15, 2022 | Financial Planning, Investing
If you type in “stock market crash/correction X year” into a search engine, you’ll have no trouble finding an article that speculates a market doomsday or a sure-fire bull run, but many of those predictions don’t come to be. Why? Because no...
by Team Vestia | Dec 15, 2021 | Financial Planning
At Vestia, we’re passionate about helping you build wealth and prioritize living a life you love. An excellent way to create a comprehensive financial plan to fit your needs is to keep your values at the center. That’s why an in-depth values meeting is an essential...
by Team Vestia | Dec 1, 2021 | Financial Planning
Giving can be a significant part of your financial plan. While the primary goal for donating is to support the causes you’re passionate about, it’s also wise to go about it in a financially-friendly manner. Here are some ways that physicians can get in the...
by Team Vestia | Nov 15, 2021 | Financial Planning, Investing
There are several reasons why physicians invest—one is likely to build wealth and secure a comfortable retirement. But one important question mark is how that money will be taxed in retirement. In general, there are three tax buckets physicians should be aware of...
by Team Vestia | Nov 1, 2021 | Investing
As an investor, you likely know that you’ll have to pay taxes on your investments. But what type of taxes will you pay? For most assets outside of wages, interest, tips, etc. (ordinary income tax), it’s capital gains tax. You pay capital gains tax when you sell and...
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