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Articles

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...

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...

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

The 7 Pieces of Every Physician’s Financial Puzzle

Wealth Building Habits for High Earners

Tax Implications of Savings and Investment Accounts

4 Ways to Save on Disability Insurance

Guide to Rewards Credit Cards

Checklist: Important Items to Review with Your Attorney

Guide to Difficult Conversations for Parents

Guide to Difficult Conversations for Children

Critical Info for Final Affairs Checklist