You are ahead of the game if you have an estate plan. If you haven’t updated or reviewed these documents for some time, now is the right moment. It’s important for your estate plan to be ready and adequate when it comes time to execute it so loved ones avoid difficult situations, conversations, and circumstances … Read more
The Trump Administration has put tariffs on Canada, Mexico, and China to reduce the trade deficit and protect domestic industries. However, this move could also impact the United States in multiple other ways, not only influencing the broader economic landscape of the nation but immigration patterns and policies and the country’s labor market. Key Facts … Read more
With every presidential inauguration comes a change in economic policy. How will interest rates change? Which economic sectors will flourish? Most of all, what – if anything – will happen to your money? Know the risks, the safe spaces, and how this national shift could impact financial planning, no matter your political affiliation. Assess Risk … Read more
Everyone wants to be smart about their assets, especially parents with young children who want to feel good about the future and prioritize financial planning to benefit the whole family. There are many ways to manage your income, savings, and investments so they work for you and your children. Here are just some ideas to … Read more
Not knowing what a 401(k) really is or how much life insurance is necessary is stressful, but you’re not alone in avoiding these big concepts and financial necessities. The key to managing all facets of your financial life – present and future – is to dig into all of it, to get educated with help … Read more
Estate planning documents are meant primarily to address a person’s last wishes. These documents, however, must be drawn up when a person is healthy and cognizant. Though you will work with an attorney to establish the intricacies of your customized estate planning package, it is essential to partner with an experienced financial advisor who can … Read more
It’s never too soon to teach your children to be financially savvy. Kids are clever and pick up on big concepts quickly. Start reviewing basic financial habits with your little ones through the coolest world – the world of play – and, before you know it, they’ll be savvy shoppers, philanthropists, and savers with incredible … Read more
Estate planning can be as simple or complex as you want it to be, but it is essential for everyone, especially when you have significant financial assets to address and assign. A healthcare directive, also known as an advance medical directive, has everything to do with your wealth profile and impacts how significantly your assets … Read more
Losing a spouse is an emotional experience and, whether you like it or not, this major life change is a financial matter too. Big decisions need to be made right after the loss when your heart is broken, and big decisions need to be made later when your mind is clearer but still not complete. … Read more
The word “portfolio” has many meanings, and it can be applied to a person’s estate planning choices. If you don’t have estate planning essentials in your name, now is the moment to invest in the careful collection and naming of your assets and personal directives. Now is the time to build a new portfolio. Common … Read more
Financial experts use a variety of fee structures when charging clients for financial planning services. Knowing the services and time commitment that are important to you and knowing what’s available from each unique professional or group is necessary, so you are fully aware of your compensation obligations. You might be surprised about some of the … Read more
There are multiple reasons physicians consider going into private practice. Everyone has their own story of why, but when making a life-altering decision you must think of all the aspects of the business. The first step is to decide what type of medical practice you want to operate. The responsibility of the practice differentiates depending … Read more
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