Archives

How Much Life Insurance Do You Really Need?

One of the questions we get a lot is “How much life insurance do I need?”  First, here are some considerations: 1 in 5 people wished their spouse or partner had life insurance or more of it. 29% say they would feel the financial impact from the death of a primary wage earner in one ... Read More
 

End-of-Year Planning: Your Financial Checklist!

Our goal is to help you make confident financial choices every day and – ultimately – help you thrive. Ready to get organized for the New Year? We can help make sure everything is in order. Here’s a handy checklist to ensure you’re thinking about everything you should be with a new year around the ... Read More
 

Your Annual Reminder: Review Your Accounts!

It’s the end of the year, and as things slow down and you have more time to reflect on what’s important, don’t forget to review your accounts and policies to make sure everything is in order. Here are some things to consider as the year comes to a close.   Do you have the coverage ... Read More
 

Know How to Negotiate Your Contract!

What does it take to thrive? To reach your financial goals, it’s best to enlist the assistance of professional negotiators with your best interest in mind when negotiating a physician contract. We do the legwork for you so you can focus on your patients and life’s work while we fight for the best deal you ... Read More
 

What Your Kids Can Learn About Financial Health from You

Ask any 4-year-old what they want to be when they grow up, and you’ll get a hodgepodge of answers ranging from the adorable to the extreme. “A firefighter!” “A rock star!”  “A squirrel!” One timeless profession that has proven to be a top choice for kids decade after decade, however, is that of the doctor. ... Read More
 

Pros & Cons of Investing in an IRA

  Is an IRA good for your situation? For those who don’t know what an IRA is, it stands for an individual retirement account. They are a popular place to save for retirement because they are flexible from the standpoint of what you can invest in. For example you can choose mutual funds, ETFs, index ... Read More
 

What’s The Deal With Taxes?

  Feel like you’re paying too much for taxes? You are not alone. “No new taxes!”. Those were the words of George Bush Sr. when he was running for president in 1988. Similar messages are communicated and thought of not only during election years, but this sentiment resonates in the minds of most who are ... Read More