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Financial Planning

Reassessing the Need for Insurance Later in Life

Reassessing the Need for Insurance Later in Life

As we progress through life, our financial landscapes inevitably shift. From the exuberance of youth to the contemplative years of maturity, each phase brings unique considerations, including evaluating current insurance policies.

25 Lessons Learned Over 50 Years — Part Two

25 Lessons Learned Over 50 Years — Part Two

As one goes through a career, you accumulate wisdom from others and sometimes you create a few pearls yourself. This is the second of a two-part series about twenty-five pieces of wisdom to ponder as you think about financial planning, goal setting, saving and investment management.

25 Lessons Learned Over 50 Years — Part One

25 Lessons Learned Over 50 Years — Part One

As one goes through a career, you accumulate wisdom from others and sometimes you create a few pearls yourself. This is the first of a two-part series about twenty-five pieces of wisdom to ponder as you think about financial planning, goal setting, saving and investment management.

Student Loans: A New Physician’s Guide to Becoming Debt-Free

Student Loans: A New Physician’s Guide to Becoming Debt-Free

It’s common for physicians to graduate from medical school with hundreds of thousands of dollars in debt. This can create financial stress at a time that typically has many other financial and familial obligations. A sensible strategy begins with understanding the type of debt, evaluating various repayment plans, and making informed financial trade-offs to expedite the repayment process.

Finances and Dementia

Finances and Dementia

Planning for dementia is part of your estate planning. When did you last update your estate plan? Have the people named in your documents already passed? What about beneficiaries?