Idaho Medical Association Financial Services

01/04/2023

Have you ever considered sharing the wealth? No matter who choose as a donor, here's what you need to know about tax-free gifting strategies.

Have you ever considered sharing the wealth? No matter who choose as a donor, here's what you need to know about tax-free gifting strategies.

12/21/2022

The end of the year is fast approaching! Make sure you consider these 3 strategies that could help you save money on taxes in the new year.

The end of the year is fast approaching! Make sure you consider these 3 strategies that could help you save money on taxes in the new year.

11/24/2022

If your retirement is just around the corner, there’s only one thing to invest in that’s more important than your 401(k) — your happiness. Discover 7 ways to find happiness in old age. https://bit.ly/3G8nWNw

11/11/2022

As downward pressure on the economy rises, many investors are questioning how to move forward with their investments. Let’s take a look at the past to determine the best course of action!

As downward pressure on the economy rises, many investors are questioning how to move forward with their investments. Let’s take a look at the past to determine the best course of action!

11/04/2022

Sometimes, the best financial advice can come from unusual sources. Here are 3 lessons about finances — and life — to learn from Jordan Grumet’s new book.

Sometimes, the best financial advice can come from unusual sources. Here are 3 lessons about finances — and life — to learn from Jordan Grumet’s new book.

10/25/2022

After years of helping others as a physician, it's time to enjoy the fruits of your labor. Keep these tips in mind to make the most of your retirement!

After years of helping others as a physician, it's time to enjoy the fruits of your labor. Keep these tips in mind to make the most of your retirement!

10/04/2022

Part of having a healthy relationship with your money is knowing when to get help. See how a financial advisor can take your medical income to the next level.

Part of having a healthy relationship with your money is knowing when to get help. See how a financial advisor can take your medical income to the next level.

10/04/2022

Life insurance is the hidden gem of financial planning. Discover 4 unique ways life insurance can alleviate financial stress for yourself and others.

Life insurance is the hidden gem of financial planning. Discover 4 unique ways life insurance can alleviate financial stress for yourself and others.

08/02/2022

At IMAFS, we offer financial planning for medical professionals, and we’d like to show you our best strategies for bringing your spouse into the financial planning conversation.

Money is often a heavy topic of conversation between couples—but it doesn’t have to be! Follow these 4 tips to ensure you’re on the same page as your spouse.

08/02/2022

So all that to say, if you’re interested in taking a sabbatical, you may have some hurdles to overcome. But in the end, it could be well worth the effort, cost less than you anticipate, and even create unique financial planning opportunities.

Let’s explore in more detail below.

Burnout is prevalent in the healthcare industry. Discover the benefits of a sabbatical for physicians, including unique financial opportunities!