News & Insights
Tax changes for 2024 just announced by IRS
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 enviro…
Upcoming event: "Savvy Women Invest on Purpose" and Healthcare costs in retirement.
Financial Insights – June 30, 2023
Discover the importance of individualized retirement advice and key insights from Vanguard's "How America Saves" report.
The basic guide to estate planning for unmarried couples
Many people think that couples should only make joint long-term financial decisions once they are legally married, but that is untrue. If two people are in a relationship and plan on having a future together, including cohabitation, then estate planning is a wise decision. Not every couple who has children or lives together has plans […]
Financial Insights – June 15, 2023
Stay informed about the latest developments in interest rate hikes with our update on the Federal Reserve's decision to pause rate increases.
Why is insurance planning crucial to effective wealth management?
When you need to get an X-ray for a broken bone or you need to fix damage from a car accident, you should be able to count on your insurance to cover the costs. But insurance planning plays a huge role in managing your overall wealth as well. Read on to learn about insurance planning […]
Financial Insights – May 31, 2023
Find out the impact of inflation on Social Security, the proposal to eliminate taxes on benefits, and the IRS's plan to catch tax evaders in our bi-monthly financial update.
Longevity: The Greatest Risk in Retirement
What is the greatest risk they will face in retirement? Inflation, stock market risk, higher taxes, or the cost of health care? In reality, the greatest risk in retirement is not what you might think. Read more...