News & Insights

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.

Financial Insights – October 31, 2023

Upcoming event: "Savvy Women Invest on Purpose" and Healthcare costs in retirement.

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.

Financial Insights – October 13, 2023

Upcoming event: "Savvy Women Invest on Purpose" and What Does the UAW Strike Mean to the Economy?

Financial Insights – September 29, 2023

Upcoming event: "Savvy Women Invest on Purpose" and What Does the UAW Strike Mean to the Economy?

Financial Insights – September 15, 2023

Over $1 trillion in credit card debt and When did you last consider your estate plan?