News & Insights
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?
When Should Physicians Hire a Financial Advisor?
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 independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?