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15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
ADDITIONAL CONTENT
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…
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…
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…
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…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
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…
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…
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…
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…
Equity Markets Rebound in May