In a previous blog, we explored the art of building generational wealth, highlighting essential tips that can be the building blocks to your future generations’ financial success. Now, we find ourselves at the next crucial juncture: protecting generational...
Asset protection is one of the most important, if not the most important, financial planning areas for physicians. However, we’ve found that it isn’t a topic that gets enough coverage in the personal finance community and in today’s litigious environment, it is vital...
Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially...
Only 18 months ago, managing cash was not something that anyone was really thinking about. However, the Federal Reserve’s Federal Open Market Committee (FOMC) has raised interest rates 11 times since March 2022 to combat the worst inflation the U.S. has seen in 40...
Are you tired of feeling overwhelmed by your expenses, unsure where your money is going, and struggling to grow your savings? In an article earlier this month on avoiding lifestyle inflation, I briefly described one strategy called “reverse budgeting” and how we’ve...
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