Archive For: Tips

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
 
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
 
Do Contract Reviews Work?

Do Contract Reviews Work?

Contract reviews can be expensive. Do contract reviews work? Anticipation is defined as a feeling of excitement about something that is going to happen or the act of preparing for something. On average, physicians spend at least 10 years in training and preparing to step into their career. When that day finally comes you’re presented ... Read More
 

The Doctor’s Life Podcast Episode 033- Keep Your Spouse Involved In Your Finances

It may not be something you want to hear, but keeping your spouse involved in your finances is important. I know, I know…sometimes they are terrible with money. Or maybe they just aren’t interested in going through financial goals or looking at a present-day money situation. It is important for your family’s financial goals that ... Read More
 

Retirement In Sight for June 2016

R E T I R E M E N T  I N  S I G H T Presented by Nick Schneider   MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES   JUNE 2016     “One act of real usefulness is worth all the abstract sentiment in the world.” – Anne Radcliffe      GOLF ... Read More
 

Should You Change Jobs or Stay the Course?

Does sticking with the same firm actually hurt your financial potential? Provided by Nick Schneider If you spend two years or less at a series of jobs, is that a problem? Shouldn’t your resume signal loyalty instead of transience? Well, maybe it isn’t a problem. Maybe you are doing yourself a financial favor instead, especially in ... Read More