Articles

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25 March , 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...

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25 March , 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...

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25 March , 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...

Resource Center

4 Simple Financial Habits To Implement Now

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The 7 Pieces of Every Physician’s Financial Puzzle

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Wealth Building Habits for High Earners

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Tax Implications of Savings and Investment Accounts

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4 Ways to Save on Disability Insurance

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Guide to Rewards Credit Cards

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Checklist: Important Items to Review with Your Attorney

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Guide to Difficult Conversations for Parents

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Guide to Difficult Conversations for Children

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Critical Info for Final Affairs Checklist

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