News & Insights
Five of the best places to live for single, retired females
Women retiring on their own face more challenges than men. Women tend to live longer, so they need their retirement funds to last longer. They tend to earn less money in their lifetimes, which means they have less to save. Because of hurdles like these, retired, single women need to find every advantage possible to […]
Facing retirement as a single woman? Here are five financial planning steps to help you prepare
Having total control over your finances as an independent woman can be liberating, but it can also be intimidating, especially if you are planning to retire. Planning for retirement as a single woman can be more challenging than it is for a single male for a variety of reasons. Women tend to live longer than […]
Wealth management services designed for physicians
When someone is suffering from a serious injury or illness, nobody expects that person to take care of themselves. They should go see a doctor for help. As a physician, you understand the need for your expertise and skills when it comes to treating the human body. Similarly, when it comes to managing your wealth, […]
Financial planning strategies for young physicians
Feeling financially secure as a physician is not something that just happens once you start earning more money. It is challenging to balance how you spend and save your finances with the massive amount of student loans you have to pay, your malpractice insurance, living expenses and your other day-to-day expenses. You do not have […]
Why financial planning for a business owner is the key to a successful business
One of the hallmarks of success in the American dream is owning and operating your own business. However, no one becomes a business owner overnight. Starting and operating a business requires a lot of careful planning and dedication. It also requires you to have a sound financial plan, both for your personal and business finances, […]
Four important benefits of a charitable gift annuity
For some people, it is not enough to generate wealth for themselves and their family. They want to support charities to help make the world a better place. If this is your goal, we applaud your decision and are thankful for philanthropic intent. Supporting charitable organizations is more than beneficial for the public. It can […]