Money Minutes for Doctors #27 - Forecasting Tax Changes

The old adage for Rhode Island’s ever shifting weather patterns goes, “if you don’t like the weather, wait 5 minutes.” The same can be said about the tax code Presidential administration to Presidential administration. As the country has experienced another change in the breeze, expect the seas to shift measurably. Will you be ready for the wind shift? Our navigator, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, is back to talk about what may be coming and how to be ready.

About Ms. Vessenes:

Ms. Vessenes works with over 300 physicians and dentists from Hawaii to Cape Cod. Her firm uses a team of experts to provide comprehensive financial planning to help doctors build their wealth and protect their wealth while reducing taxes now and in the future. Katherine is a longtime advocate for ethics in the financial services industry; and has written three books on the subject of investment strategies. She has received many honors and awards including: numerous tributes from Medical Economics as a top advisor for doctors, multiple 5-Star Advisor Awards, honored as a Top Woman in Finance, in addition to being selected to be on the CFP® Board of Ethics. Katherine can be reached at: Katherine@mdfinancialadvisors.com or 952-388-6317. Her website: www.mdfinancialadvisors.com.