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Protecting Your Practice and Your Portfolio: Risk Management and Investment Planning for Healthcare Providers

by cognisgrpcom | May 30, 2025 | Goals-Based Investments, Goals-Based Planning, Self-Employed

Introduction Why Risk Management and Investment Planning Matter for Healthcare Providers As a healthcare provider, your primary focus is on caring for your patients and advancing your career. However, the nature of your profession exposes you to unique financial risks...

Strategies For Diversifying Income Streams: Practical Approaches Nurses Can Use

by cognisgrpcom | May 22, 2025 | Goals-Based Planning, Retirement Planning, Self-Employed

Nursing offers a steady paycheck, but you may want more security and flexibility in your finances. Diversifying your income streams can help you build stability and reach your financial goals, even if the economy or workplace changes unexpectedly. By...

Goals-Based Financial Planning & Goal Setting: A Client Guide

by cognisgrpcom | Apr 30, 2025 | Personalized Solutions, Plan-Participants, Self-Employed

What is Goals-Based Financial Planning? Goals-based financial planning is a personalized approach that focuses on helping you identify, prioritize, and achieve your unique financial objectives. Rather than simply aiming for the highest investment returns, this method...

Solo-401(K) Strategies for Healthcare Travelers and Independent Practitioners in 2025: Maximizing Retirement Savings

by cognisgrpcom | Mar 24, 2025 | Personalized Solutions, Retirement Income, Self-Employed

For healthcare travelers and independent practitioners in 2025, managing your Solo-401(K) effectively is crucial for securing a comfortable retirement. Understanding how to maximize contributions and implement smart investment strategies can significantly boost...

S-Corp Tax Advantages & Strategies: Quick Hits

by cognisgrpcom | Mar 14, 2025 | Personalized Solutions, Retirement Income, Self-Employed

S Corporations (S Corps) offer several tax advantages and strategies that can help business owners optimize their tax situations. Here are some key strategies to consider: 1. Pass-Through Taxation: S Corps are not subject to federal income tax at the corporate level....

Tax Strategies for Independent Healthcare Practitioners: 2025 Key Insights and Tips

by cognisgrpcom | Mar 13, 2025 | Personalized Solutions, Self-Employed

Independent healthcare practitioners face unique tax challenges as they navigate their financial landscape in 2025. Maximizing tax efficiency is crucial for sustaining profitability and achieving financial independence. By leveraging strategic tax planning...
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