Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you’ve diligently saved and planned. Below, we discuss a few steps you may wish to take to potentially make this […]
4 Reasons to Get Fired Up About ‘Refired’ Not Retired Day
March 1st is Refired, Not Retired Day. It is a day for those retired or close to retirement to start thinking about their next stage in life. It is a day not to reinvent, rekindle, and refire your life, focusing on what is ahead instead of what is behind you. The day was founded by […]
5 Critical Financial Strategies for Physicians
As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and professional debt, running your own clinic, saving for the future, and creating contingency plans for […]
February Client Letter- Stock’s Road Ahead
Dear Valued Investor: The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will have to get a lot more aggressive to fight […]
3 Tax Strategies Every Doctor Should Consider
Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of your hard-earned income as possible. Below are some […]
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