From scarcity to strategic abundance
Feeling behind isn’t always about the numbers—it’s about the lack of a system.
Physicians tell us, “We make great money, but it feels chaotic.” That chaos isn’t a cash flow problem. It’s an integration issue.
Strategic abundance begins when you:
- See all your financial data in one clear picture
- Understand how your resources support your values
- Delegate the day-to-day to a team you trust
What this means for you now: It’s time to stop duct-taping advice from ten sources. A coordinated plan = financial confidence and progress.
Let’s build the system your future self will thank you for.
Author: James Jaderborg, CLU®, ChFC®
James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.