Resident & Fellow Transition Series – Week 1 In this video, Brad, our very own resident specialist, speaks about the different levels of disability insurance that are important for physicians finishing their residency and fellowship. Brad also discusses why you should look into supplementing your employer level disability insurance with an own-occupation policy. Another hot … Read more
Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through … Read more
Roth IRAs Are Still Available for High Income Earners Physicians cannot contribute to Roth IRAs? They make too much money, RIGHT? WRONG! While it’s true that most physicians, other than through their employer-sponsored retirement plan, cannot contribute directly to an individual ROTH IRA, there is another way… HOW? You can do this through a process … Read more
As human beings, we feel – we have emotions. Being an effective investor, therefore, requires that we understand how our emotions can affect our decision-making about money, especially during volatile times. In fact, researchers analyze this correlation between emotions and investment decisions in an area now referred to as “Behavioral Finance” research. In the markets, … Read more
6 Ways Smart Doctors Build Wealth If you want to get started on a plan for your financial future or would like to hear a second opinion on your current financial strategy – we’re here to help. The opinions voiced in this material are for general information only and are not intended to provide specific advice … Read more
In this video blog, Dan discusses some of the vehicles available to help save for educational expenses. Specifically, interesting and practical features of 529 plans that can be an integral part of creative planning solutions for clients of all ages – even for grandparents looking for tax-advantaged gifting alternatives.
In this video, Dan discusses why estate planning is critical for EVERYONE, not just the ultra-wealthy. There are many creative strategies and objectives to consider with regards to protecting and distributing your assets – but most importantly, estate planning can save your loved ones from the additional grief and burden this emotionally complex task can … Read more
During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years. SETTING A WITHDRAWAL RATE The … Read more
Here are some of the most costly and common retirement planning hurdles you’ll want to make sure you avoid No Strategy. If you don’t have a game plan, goals, and a timeline – there’s no clear path to get there or determine when you’ve arrived. It’s like getting in your car with a quarter tank of … Read more
Though you may never face a suit in your life, we all have to admit that we live in an increasingly litigious world. Even that neighbor you always got along with could see an opportunity in an unfortunate event. The wealthier you become, the more asset protection matters. This can be of particular importance for … Read more
There are some investing challenges everyone has – how much to save for retirement, how to fund multiple accounts, how to enjoy what you have today. However, there are some challenges that typically only arise from substantial wealth. If you have high-net worth – here’s a few things to think about: Your Asset Allocation – if … Read more
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