News & Insights
How a financial advisor can help you save your first million
There is a reason why everyone is not a millionaire. Of the roughly 330 million citizens of the United States, only 18 million of them have $1 million or more. Saving $1 million is no small task, and if this is your goal, these numbers can be discouraging. However, while saving $1 million is challenging, […]
What is asset protection and how do you know if you need it?
Lawsuits do not wait for convenience. A motor vehicle accident, credit card debt, bank foreclosures, bankruptcy and other situations can lead to a lawsuit that can make your finances and assets vulnerable to creditors. While a lawsuit can sometimes be unavoidable, you can potentially protect your assets from seizure by including asset protection in your […]
How do you transfer your property into a trust in Florida?
Your property and assets represent years of hard work and smart investing. While you should enjoy your property and continue to work hard to chase your dreams, you also need to think about what happens when you can no longer manage your properties, such as if you are very sick, or when you pass away. […]
Should I invest or pay down my student loan debt? How to decide
You probably have heard some people say you should take care of your loans before investing. However, the truth is that there is no one-size-fits-all solution for each person’s unique situation. You need to take a look at your own circumstances and determine which course of action is right for you. The general rule of […]
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, […]