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How to Save for Retirement

Retirement planning comes in many outlets that are designed to compound your savings while save on taxes.  Read about retirement and the various ways to save for retirement below:

Retirement Series: 

Retirement Vehicles/Methods:


What Should I Do First? A Complete Guideline Step-By-Step

By DatBuiOD | January 22, 2020 |

Personal finance is called personal for a reason; it is just as much a science as it is an art…

Dollar Cost Averaging

By Dr. Aaron Neufeld | January 6, 2020 |

Wealth building is a process that comes in many forms. Many agree that there are three major steps to wealth…

The Optometrist’s Guide to Student Loans: Refinance (Part 4)

By DatBuiOD | December 17, 2019 |

How do I Refinance into Private Loans? This might be one of the most hotly debated topics among optometrists mainly…

The Optometrist’s Guide to Student Loans: Harsh Reality (Part 1)

By DatBuiOD | December 17, 2019 |

[Editor’s Note] Since federal programs and student loan policies change all the time, we try to keep this guide updated…

2019-2020 Comparison Retirement & IRS Limits

By DatBuiOD | November 24, 2019 |

The year 2020 is just around the corner, which means it’s time for updates on limits to tax advantage retirement…

Capturing FSA Dollars for Practice Profitability

By Dr. Aaron Neufeld | November 9, 2019 |

Set Precedence As I write this article, we are approaching the end of the calendar year.  Holiday decor, cold weather…

Should an Optometrist Use a S-Corp? By: David Glenn (Guest Writer)

By DatBuiOD | November 7, 2019 |

Editor’s Note: This is a guest post written by one of our sponsorship partners.  Aaron and Dat are extremely strict about…

Five Steps to Begin Your Real Estate Journey

By Julie Phan | October 25, 2019 |

Real estate is a powerful tool for wealth building, providing numerous advantages over other types of investments. There are different…

Residential Real Estate Investing with Dr. Julie Phan

By Dr. Aaron Neufeld | October 21, 2019 |

In this episode, Dr. Julie Phan, a private practice owner and new mom, gives us an overview of real estate…

43 Side Hustle Ideas for the Optometrist

By DatBuiOD | July 30, 2019 |

15 Ideas Using your Optometric Degree:  Fill-in optometry Day Diem aside from your full-time job. Tele-health at the VA Site…