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Financial Planning

Divorce Later in Life: Financial Considerations

Divorce Later in Life: Financial Considerations

You have been married for 30 years, your kids have flown the nest, and retirement is on the horizon. Life is unfolding as planned until, unexpectedly, divorce papers land on your table. In your late fifties, you find yourself wondering, “Now what?”

Sandwich Generation

Sandwich Generation

What is the “Sandwich Generation?” The Merriam-Webster Dictionary defines it as “a generation of people who are caring for their aging parents while supporting their own children.”

The Gift of Financial Literacy at Any Age

The Gift of Financial Literacy at Any Age

The holiday season is a time for comfort, joy, and celebration. As we gather with family and friends, it’s also the perfect time to have meaningful conversations with the ones we love. In a world driven by economic complexities, the importance of financial literacy cannot be overstated.

Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy

Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy

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 that you have an asset protection strategy.

Protect Your Assets Without Spending a Fortune

Protect Your Assets Without Spending a Fortune

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 that you have an asset protection strategy.

Health Care Costs in Retirement: The Role of Medicare

Health Care Costs in Retirement: The Role of Medicare

As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.