August 26, 2022

Now Trending: I-Bonds— Are they worth the HYPE….

7 Questions about I-Bonds you need answered With inflation increasing at record high rates, our clients are looking for ways...


August 11, 2022

The 7 Pieces of Every Physician’s Financial Puzzle

CASH FLOWAs you experience a surge in income, you may face challenges like systematically funding a long-term goal or understanding...


July 28, 2022

4 Ways to Save on Disability Insurance

UTILIZE DISCOUNTSPurchasing at individual rates when not leveraging discounts can cost you tens of thousands of dollars over your lifetime....


July 14, 2022

Guide to Rewards Credit Cards

Credit cards that offer rewards programs can be a valuable tool when used thoughtfully. Here we breakdown the factors to...


July 01, 2022

4 Simple Financial Habits To Implement Now

Typically the difference between people who achieve their financial goals and those who don’t is not the income that they...


June 21, 2022

Checklist: Important Items to Review with Your Attorney

POWER OF ATTORNEYThe authority to act for another person in specified or all legal or financial matters. For a power...


June 17, 2022

Critical Info for Final Affairs Checklist

While the guide to what your loved ones need to know details all of the information a person should organize...


June 02, 2022

Guide to Difficult Conversations for Children

Money, aging, and end-of-life planning are topics most people put off having discussions about.It can be especially uncomfortable for a...


May 26, 2022

Guide to Difficult Conversations for Parents

Money, aging, and end-of-life planning are topics most people put off having discussions about. As a parent, you don’t want...


May 11, 2022

Tax Implications of Savings and Investment Accounts

Understanding the various ways in which accounts can be taxed will allow you to diversify your money allocation, and thus,...


April 28, 2022

Wealth Building Habits for High Earners

Earning a high income is a blessing, but when ineffectively managed, can keep you in the category of “HENRY” (high...


March 25, 2021

Four Simple Financial Habits to Implement Sooner Rather Than Later

Most of my work as a financial planner is with my physician clients; however, I am also intimately involved in...


March 25, 2021

Breaking Down The Emotional Barriers Of Investing

A recent study by DALBAR found that individual investors averaged a 3.69% annual return over a 30-year period in which...


March 25, 2021

Conquering The Post-residency Debt Mountain

"How should I pay off my school debt?" This is a question that I am asked day in and day...