When is Retirement Right for Me?


Being a doctor is more than just a career, it’s a lifestyle. When you’ve been in a routine for 20, 30, sometimes even 40 years, it’s only natural that your work becomes a large part of who you are-- your meaning and purpose in life. Research shows that 30 percent of doctors are 60 years [...]

When is Retirement Right for Me?2021-04-19T21:41:54-04:00

A Father’s Letter to His Kid: The 9 Money and Life Lessons Most People Learn too Late in Life


Published Fri, Jun 19 202012:17 PM EDTUpdated Sat, Jun 20 20209:30 AM EDT Morgan Housel, Contributor@MORGANHOUSEL On June 3, 2019, my wife and I welcomed our daughter into the world. She’s barely old enough to walk, so her job (mostly eating and sleeping) hasn’t changed much. But, one day, she’ll need some money and life advice. As a [...]

A Father’s Letter to His Kid: The 9 Money and Life Lessons Most People Learn too Late in Life2021-04-20T12:23:59-04:00

Understanding Legacy Planning


No one could have foreseen this pandemic nor the impact it has had on all of us. It has caused us all to stop, pause and ask ourselves how could I have been better prepared for this? More importantly, what steps can I now take to ensure I am prepared and my family is protected. [...]

Understanding Legacy Planning2021-04-19T22:25:40-04:00

Get Estate Planning on the Agenda


Estate planning can present the greatest set of challenges for financial advisors. Doing it right means helping clients confront their mortality, employ an array of financial strategies and navigate potential tension among family members. The stakes are high. What works best? And what should advisors avoid when it comes to estate planning? Start with simply [...]

Get Estate Planning on the Agenda2021-04-19T20:03:00-04:00

How to Select the “Right” Financial Advisor


Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money? Why don’t you test drive a few models before you make a final purchase? Most financial advisors offer a “free [...]

How to Select the “Right” Financial Advisor2021-04-16T21:49:29-04:00
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