living trusts hollander lone maxbauer revocable trust

4 Details to Know About Living Trusts

Estate planning can be as complex or simple as a person wants. When you hold significant financial assets, it’s essential to outline your wishes clearly in your will. Establishing a living trust, also known as a revocable trust, and funding it with specific assets makes it easier to hold and protect these assets during your … Read more

financial planning life changes hollander lone maxbauer

Financial Planning for Major Life Changes

Everyone experiences major life changes. Some are planned, others are a surprise, but no matter what happens and when, these large shifts can absolutely alter your financial present and future. Financial planning with a dedicated financial advisor ensures that you are ready to handle change as it comes your way and still maintain financial security. … Read more

physician burnout

Physician Burnout

Work-related stress is an issue that doesn’t affect just one industry. Some of the most high-paying jobs in the country can’t escape the issue of burnout. Specifically, physicians across the country have faced increased levels of burnout since the beginning of the pandemic. Last year 53 percent of physicians reported burnout according to a Medscape … Read more

Healthcare 2023 Review

Healthcare 2023 Review

With the new year approaching, it’s good to know where the landscape of the U.S. healthcare system is in 2023.  The influx of hedge funds purchasing hospitals left and right is changing the primary care structure. For example, the employment of physicians has increased by 19% over the last 3 years. Some argue the reasons … Read more

work & family

Balancing Work and Family

At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with aplomb. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little … Read more

Caring for your Aging Parents

WHAT IS IT? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can be overwhelming, both physically and emotionally. When the time comes for you to … Read more

The Joys and Financial Challenges of Parenthood

Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place — that someday they will be grown, independent, and ready to move out on their … Read more

In Defense of Core Bonds

Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on most fixed income markets moving sharply higher, now could be a good time to … Read more