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
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
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
No matter what type of company you own – from a flower store to a coffee house, a graphic design firm to an importer, a retail clothing store to a smoothie shop – part of your business plan should be securing the ongoing support of a financial advisor. Business owners and executives need another voice … Read more
Whether you have a prenuptial agreement in place or not, whether your divorce is amicable or not, you are no longer part of a pair. You’re flying solo, for now, and that means the joint money decisions you used to make must be altered to suit a newly single lifestyle. Working with a financial advisor … 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
The most effective financial strategy is not the same for every person. Your money goals are unique and your current financial status is too, as well as your fiscal future. Examining the strategies available to you with help from an experienced financial planner allows you to make effective plans for now and later. 5 of … Read more
You’ve worked hard your whole life and you’re ready to start thinking retirement. Now is not the time to rest on your laurels or to assume that Social Security alone will take care of your needs as you age. Smart retirees plan ahead, whether you’re ready to hang it up within months or whether you … Read more
There is plenty to learn and understand in the financial world when it comes to managing personal wealth. You don’t have to do it all on your own. Working with an experienced financial advisor is always recommended, but it helps to have a foundation of terminology, so you are clear on the best ways to … 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
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
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
Our Partners:
