News & Insights

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

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.

Maximizing Your Social Security Benefits: Why It’s Never Too Early to Plan for Retirement

Are you one of those people who shrug off the thought of Social Security because retirement seems light-years away? Think again. Planning for your Social Security benefits isn't just a task for the golden years—it's something you should be doing now. Let's dive into why.

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?

The Gift of Financial Literacy at Any Age

The holiday season is a time for comfort, joy, and celebration. As we gather with family and friends, it's also the perfect time to have meaningful conversations with the ones we love. In a world driven by economic complexities, the importance of financial literacy cannot be overstated.

Protecting Generational Wealth: Key Tips for Securing a Lasting Legacy

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.

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