Five Reasons Why You Need an Estate Plan
And How to Start the Estate Planning Process Most people understand the importance of preparing an estate plan yet doing so can be an overwhelming task. However, there are important reasons why, regardless of your age or family situation, you should consider getting...
Choosing a Life Insurance Policy
A life insurance policy is an important part of any wealth management strategy. When evaluating your plan, consider these four questions.
Seven Year-End Tax Planning Moves to Help You Save Money
How Year-End Decisions Can Directly Impact Your Savings and Minimize the Amount of Taxes You Owe 2020 has been as unconventional a year as we can remember, and your tax situation may be different than in previous years. However, as a physician, you continue to have...
10 Simple Ways to Teach Your Children About Money
How to Make Learning about Saving and Investing Fun for the Whole Family “The best way to teach your kids about taxes is by eating 30% of their ice cream.” – Bill Murray While eating your children’s ice cream may not actually be the best way to teach them...
