2017 Newsletters

2017 Newsletters

The Advisor The Advisor – January 2017 The Advisor – February 2017 The Advisor – March 2017 The Advisor – April 2017 The Advisor – May 2017 The Advisor – June 2017 The Advisor – July 2017 The Advisor – August 2017 The Advisor – September 2017 The Advisor – October 2017 The Advisor –  November 2017 The ... Read More
 
How Much Life Insurance Do You Really Need?

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!

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!

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
 
We Do the Legwork When it Comes to Disability Insurance

We Do the Legwork When it Comes to Disability Insurance

Life happens. As a physician, what would you and your family do if you couldn’t work for an extended period of time because of an illness or injury? Your mortgage and bills? Your savings? Your lifestyle? It’s the “what if” scenarios that lead us to recommend disability insurance, particularly for physicians.. If you’re looking for ... Read More
 
What Your Kids Can Learn About Financial Health from You

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