Oct 7, 2021 | Blogs, Financial Planning, Physicians/Dentist
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
Jun 25, 2021 | Blogs, Financial Planning, Retirement Plans
Are You Ready For Retirement? As of 2020, more than 47.8 million U.S. Citizens (about 15% of the population) are 65-years-old or older. However, by the time Americans reach this crucial stage in their life, they have only saved on average 12% of what they will need to...
Jun 18, 2021 | Blogs, Financial Planning
Why Is Financial Planning Important? Americans, in general, are struggling with their finances. According to the NIRS (The National Institute on Retirement Security), 95% of millennials are not saving the recommended amount of money needed to secure their financial...
Apr 14, 2021 | Blogs, Financial Planning
After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.(GETTY IMAGES) On a cold day in Chicago in December 1969, 13...
Apr 13, 2021 | Blogs, Financial Planning, Physicians/Dentist
Follow these retirement planning tips—whether or not you’re retired Retirement planning at any age can be challenging. Still, there are certain steps to take when you’re in your mid-60s and beyond to make sure you’re ready for those golden years. KEY...
Apr 9, 2021 | Blogs, Financial Planning, Physicians/Dentist
Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring...
