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
It is never too early to plan for what’s ahead. While gainfully employed young professionals might simply be happy to have enough income to live, wear, and do what they want without feeling pinched like they did when they were in school, considering all that’s to come in life will make a positive difference on … Read more
Artificial intelligence will change the health care system soon. According to a grand view research study global artificial intelligence in health care market was at 15.4 billion last year. The study points out that the market for AI is supposed to grow at rate of 37.5 percent to 188 billion dollars. This industry will have … Read more
It wasn’t so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users — a throwback to an earlier era, irrelevant to the real action. But fast-forward a few years, and things look a little different. Since 2003, when the top federal income … Read more
Medical professionals go through their career in stages – intern to resident to fellowship and, for some, starting a practice. There are many directions for a medical career to take, but no matter where you end up in your field, financial security is always a critical consideration. It’s a relief to have a premier financial … Read more
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