News & Insights
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. […]
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, […]
Why your real estate must be included in your asset protection plan
You have worked hard to build up your finances and accumulate assets that make up your wealth. However, in a culture where lawsuits are common and anyone is vulnerable to legal trouble for a number of reasons, you are at risk of losing your assets if you do not have a plan in place to […]
How much salary should you pay yourself if you own your own medical practice?
Starting your own medical practice brings up many questions, including how much should you set aside for your own salary every month. The answer varies on your specialty and income. Learn more here>>
How to protect your 401(k) during a stock market crash
One of the most unsettling feelings in the world is to watch the stock market crash knowing that you are invested heavily through your 401(k). A knee-jerk reaction to such a scenario might be to move your money out of the market and into a money market account. However, this could end up doing more […]
How to invest money to make money with a comprehensive financial plan
Investing involves a great amount of careful thought and decision making, but the goal for most people is simple: make as much money as possible within the risk one is willing to take. One person’s investment strategy will look much different than another’s based on financial circumstances, long-term goals, risk tolerance, and other factors. However, […]