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Financial Code Blue Saving the Doctor!

Join Anita H. Hester, CPA, CVA, CHBC, as she explores essential financial decisions for young professionals. This engaging video covers vital topics such as the pros and cons of renting versus buying a home, retirement plan contributions, student loan repayment strategies, and the importance of disability and life insurance. Additionally, you'll discover the benefits of Health Savings Accounts, charitable giving strategies, and leveraging employer matches. Empower yourself with financial knowledge to set a solid foundation for your future!

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Financial Code Blue Saving the Doctor!

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  1. Financial Code BlueSaving the Doctor! Anita H. Hester CPA, CVA, CHBC

  2. “Earth – Welcome” http://www.youtube.com/watch?v=YnJatP5Ebu8&feature=player_detailpage

  3. I’m Out! Now What? “Decisions…Decisions” • Rent vs. Buy • Contribution to Retirement Plan • Student Loan Repayment • Disability / Life Insurance • Health Savings Account • Charitable Giving

  4. Buy vs. Rent • Pro’s to Buy • The American Dream • Build Equity • Tax Breaks • Con’s to Buy • Getting Financing • Maintenance • Selling

  5. Those Who Have Gone Before You

  6. Retirement • Think about it NOW • Take advantage of Employer Matches • Before-Tax Deduction • Don’t touch it!

  7. Student Loans • Required Minimum Payment • Consolidate • Utilize Bank Draft • Deferment • Default

  8. Disability Insurance • Why? • Employer provided coverage • Professional association group coverage • Individual disability coverage

  9. Health Savings Account • What Is it? • Requires High Deductible Health Plan • Great option for healthy young adults • Pre-Tax Deduction • Offsets future healthcare costs

  10. Charity • Pay it forward • Rate of Return is Limitless • The Chicken was Involved…The Pig was Committed

  11. ? Questions

  12. Financial Code BlueSaving the Doctor! Anita H. Hester CPA, CVA, CHBC ahhester@ppccpa.com 919-872-5094 Office 919-805-9992 Mobile Pittard Perry & Crone, Inc 911 Paverstone Dr Raleigh, NC 27615 www.ppccpa.com

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