You are here

Home

Blog

Financial Management Tips for Medical Professionals Part 3

Submitted by Debra Rodway on Thu, 2025-03-27 15:48

 

6 Strategies to Achieve Success in 2025

Physicians, now is the ideal time to focus on maximizing your contributions to tax-advantaged accounts. Whether your goal is to save for medical expenses, secure a comfortable retirement, or reduce your taxable income, there are several strategies you can implement to make the most of the available opportunities.

By taking advantage of higher contribution limits and making smart investment choices, you can set yourself up for long-term financial success.

Financial Management Tips for Medical Professionals Part 2

Submitted by Debra Rodway on Thu, 2025-03-27 15:39

 

Successful Investing Strategies for 2025

As we journey through the new year and set our sights this 2025, it’s essential to reassess all aspects of life, including our investments. The past year brought various uncertainties, from interest rates to elections, and 2025 will likely present similar challenges. However, by focusing on what you can control, you can build an investment plan aligned with your goals and risk tolerance.

 

Financial Management Tips for Medical Professionals Part 1

Submitted by Debra Rodway on Wed, 2025-03-26 13:21

 

Track These Key Performance Indicators for a More Profitable 2025

As we step into 2025, monitoring the right key performance indicators (KPIs) is crucial for maintaining and growing a profitable practice. These six essential KPIs will help you identify strengths, address weaknesses, and maximize profitability in the coming year.

 

The Ultimate Guide to Tax Season Preparation

Submitted by Debra Rodway on Fri, 2025-01-31 10:16

 

Tax season doesn’t have to be overwhelming. With a little preparation and the right guidance, you can tackle it confidently and even uncover opportunities to save money.

This guide will walk you through everything you need to know to prepare effectively and file your taxes with ease.

 

1. Get Your Documents in Order

Before you can file your taxes, you’ll need to gather all the necessary documents. Having these ready ahead of time will save you from headaches and help ensure nothing is overlooked. Here’s what to organize:

Essential Estate Planning Documents

Submitted by Debra Rodway on Mon, 2024-11-04 14:24

 

Estate planning is a critical part of preparing for the future. No matter your age or financial situation, having the right documents in place ensures that your wishes are honored, and your loved ones are cared for when you’re no longer around. At its core, an estate plan includes several key documents: wills, trusts, powers of attorney (POAs), and living wills. Let’s break down each of these essential components.

 

Beware of Fake Charities

Submitted by Debra Rodway on Mon, 2024-11-04 14:04

 

more

Tax Tips, Resources & News

Our blog, news feeds, forms, and links to helpful resources are provided to help you find the answers you seek any time of the day or night.

Please call us at 330-779-0781 for assistance.  We're here to guide you through your business and personal accounting, tax questions and obligations.

Contact

DJL Accounting & Consulting Group, Inc.
1570 South Canfield-Niles Road #C102
Youngstown, Ohio 44515 

Phone:  330 779 0781

               

SECURE DOCUMENT UPLOAD

Click here to log in to Sharefile and securely upload your documents.

If you are new to Sharefile and need login credentials, call us at 330 779 0781.