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.
Special Home Mortgage Options for Physicians
Is a Physician Mortgage Loan the Right Choice for You? Physician mortgage loans can be advantageous for those with student loans, high interest debt or cash flow constraints. These loans usually don’t require private mortgage insurance (“PMI”), even with less than the...
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...
