Purchasing a home is one the largest investments you will make over the course of your life. Many physicians will begin to think about purchasing their first home some time after residency. Once they have determined where they will be practicing, they are often eager to plant their roots and start the next chapter of [...]
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 [...]
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. [...]
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 [...]
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 [...]
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