News & Insights
What is a reverse mortgage line of credit (and should you get one)?
A reverse mortgage is a type of mortgage that involves a lender making payments to a buyer instead of the traditional mortgage where a buyer makes payments to a lender. The debt owed to the lender increases with time while your equity decreases as it goes to the lender. The payments made to buyers are […]
Four Ways Doctors Can Save on Taxes
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How to find financial independence after a divorce
If you’ve recently gone through a divorce, you know how painful it can be in a range of different ways. Even though you may be experiencing emotional turmoil, that doesn’t mean your finances have to suffer too. You should consider these tips as well as the counsel of a CERTIFIED FINANCIAL PLANNER™ professional to help […]
3 wealth management topics to discuss with your financial advisor
Meeting with a wealth management advisor can be intimidating at first. You may feel overwhelmed or like you’re not sure about important questions to ask or topics to bring up during a session. Don’t worry, because wealth management advisors are experienced and know how to steer you in the right direction. If you have a […]
Financial planning for small-business owners: 5 things you can do to grow and save your money
Financial planning is a process usually conducted by a financial advisor. An advisor examines the current state of your finances and seeks not only to protect them but also help you reach your long-term financial goals. The job of a financial planner is to help you manage your money in a smart and objective manner […]
Money checkup: A financial planning quiz for physicians
Physicians are some of the most highly educated people around. Ask any physician a question about their field of specialty, and they’ll quickly come up with an answer. However, if you ask them about how confident they feel about their financial planning, they may be left scratching their heads. If you are a practicing physician, […]