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From Piggy Banks to Portfolios
TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…
15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
Potential 2025 Tax Law Changes
As we begin 2025 with a new President and a Republican majority in both houses…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Sell in May and Go Away: Is it a Sensible Strategy for You?
Spring has arrived, which means you will hear the phrase “Sell in May and Go…
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…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
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…
The Beginner’s Guide to Permanent Life Insurance for Physicians
Part of securing your finances as a physician is to plan for your family’s future…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
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…
Tariffs, Tech, and Treasury Yields