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Your Year-End Financial Checklist: 5 Things You Should Know
There is only a month left in 2018! It came and went as most years do: swift. Let me ask you: what is the best
6 Tips For Your Year-End Tax Strategy
Taxes can be one of the least entertaining subjects. Right up there with inflation and capital structures, taxes are often are not talked about at
How To Maximize The Impact of Your Charitable Giving
According to Giving USA 2018, the United States has continued to see an upward trend in charitable giving reaching 410.2 billion dollars in 2017. Donating
Press Pause: Overcoming Financial Overwhelm
Finances are not an easy thing to manage. Sometimes we let them get away from us and we make mistakes. Maybe you are burdened by
Estate Planning: 5 Tips for New Parents
Life changes. It never stands still. In a moment you find yourself tangled up in memories that span years and generations. Time seems to have
The Doctor’s Guide To Saving For Retirement
You did it. You survived medical school, excelled during your residency, and passed your exams– you are a physician. The skills you have acquired will
When is Consolidation and Refinancing Right For You?
Many people look at their student loans, especially after medical school, and feel their stomach drop. Thinking about how to repay that much debt can
What Systems Can You Put In Place to Increase Cash Flow
Cash flow can be a challenge for medical professionals who are either newly or a few years out of residency. Between paying back your student
Is Your Advisor Fee-Only?
It can be challenging to select a financial planner. There’s so much to consider – do they specialize in the financial problems you’re facing? Do