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The Different Types of Wealth Management (and Why They Matter)
You’ve worked hard to establish a financially healthy life and want to ensure it stays…
The Physician’s Guide to Life Insurance Retirement Plans
Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…
15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
Equity Markets Rebound in May
U.S. equity markets rebounded in May, with the S&P 500 gaining 6.3%, its strongest May…
Everything Physicians Need to Know About the LLC Asset Protection Strategy
Even the best, most careful doctors can find themselves at the wrong end of a…
Understanding Bonds: Do They Belong in Your Portfolio?
Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
Potential 2025 Tax Law Changes
As we begin 2025 with a new President and a Republican majority in both houses…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Equity Markets Rebound in May