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The Hidden Risks of Self-Funding Long-Term Care
Far too often, long-term care (LTC) insurance is viewed exclusively as a product designed to…
Elevated Valuations, Enduring Growth
In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%.…
An Expert’s Guide to Choosing a Wealth Management Firm
Managing your wealth is an ongoing process that begins when you decide to take strategic…
Understanding Your Index Funds
ALL INDEX FUNDS ARE NOT CREATED EQUALLY The popularity of index funds has exploded over…
The 5 Questions to Ask a Financial Advisor Before You Hire Them
Hiring a financial advisor to handle your investments isn’t something to take lightly. The person…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Key Tax Provisions of the OBBBA
WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…
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…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
Time in the Market: More Important than Timing the Market
Most U.S. stock indices are at all-time highs, but what does that mean for your…
Elevated Valuations, Enduring Growth