ARTICLES
The 6 Life Insurance Exclusions to Be Mindful Of
Taking out a life insurance policy is like signing up for any other insurance: you…
Cash Balance Plans in 2025
Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
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.”…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
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…
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…
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…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
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…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Health Savings Accounts and Retirement Planning
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
Tariffs & Trade Policy Inject Dose of Uncertainty Into Financial Markets