Mar 2, 2021 | Checklists, Financial Planning
It’s vital to keep on top of what you have and haven’t accomplished By REBECCA LAKE If you’ve taken on the task of mapping out your annual financial plan, you deserve a pat on the back. Making sure you’ve covered all the bases is important to both your short- and...
Feb 26, 2021 | Blogs, Financial Planning
A lot, in fact. Read this for what to expect and come prepared with questions. By AMY FONTINELLE You may wonder what a financial advisor does. In general, these professionals help you make decisions about what you should do with your money, which may include...
Feb 23, 2021 | Blogs, Financial Planning
Here’s how to tell if you are an exceptionally good retirement saver. Are Your Retirement Savings on Track? It takes decades of diligent saving and solid investment returns to build up a large retirement account balance.(GETTY IMAGES) IT’S DIFFICULT TO determine...
Feb 19, 2021 | Blogs, Financial Planning, Retirement Plans
KEY POINTS Before you move your money, be sure you know the rules that differ between 401(k) plans and IRAs. If the rollover process is done incorrectly, it could be considered a distribution, which would make it subject to taxation and, possibly, an early withdrawal...
Feb 5, 2021 | Blogs, Financial Planning, Physicians/Dentist
By ZINA KUMOK Doctors are one of our most esteemed professions. They’re held up as geniuses, seemingly unable to do wrong. Except when it comes to money. It’s a stereotype that doctors are often lax with their finances. But it’s true: They rack...
Jan 13, 2021 | Blogs, Financial Planning, Physicians/Dentist
Fill in financial knowledge gaps with expert guidance Bruce Bryen, CPA Despite having sophisticated higher learning and an efficient clinical practice, many dentists wonder where the income has gone that they have worked so hard to produce. Even those dentists with...
