Tag: financial planning for optometrists
Three Things You Should Know About 529 Plans
By Natalie Hayes Schmook, MBA, CFP, CVA
If you are an optometric professional who has children, chances are you’ve heard of 529 plans as a...
The 1% Trick That Will 100% Help Your Retirement Goals
By Natalie Hayes Schmook, MBA, CFP, CVA
January means a new year, and I want to share with you the easiest New Year’s resolution that...
Money Talk: Personal Spending Is a Mission-critical Piece to Retirement Planning
By Natalie Hayes Schmook, MBA, CFP, CVA
When doing financial planning for OD clients, one of the first questions I ask them is if how...
