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Why Do You Need a Financial Planner?

Financial Planner Tips We all have things we want to accomplish in life. If you’re like most, you’ve spent some […]

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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 […]

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The Doctor’s Life Podcast Episode 029- Paying for Your Child’s Education

It may be a dream of yours to be able to start paying for your child’s education. As you know, […]

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DLP 028- What to Expect in a Financial Plan?

Many of us rely on a financial advisor to develop a financial plan to get us to our goals. So […]

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Do I Need Disability Insurance?

“Do I need disability insurance?” The question has probably crossed your mind a few times. The answer is…YES. Life happens. […]

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The Doctor’s Life Podcast 021- Maximizing Your Roth IRA

Roth IRA Podcast Many physicians believe they can’t do a Roth IRA. Sure, there are income limits on Roth IRAs, […]

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Medscape’s 2016 Physician Lifestyle Report is Out

They released Medscape’s 2016 Physician Lifestyle Report…and the results are interesting. You can break it down per specialty, but the […]

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How to Globally Diversify Your Portfolio

Global Diversification Right now is a great time to reflect on the past year’s investment performance and consider your investment […]

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A Look at Target-Date Funds

Are these low-maintenance investments vital to retirement planning, or overrated?  by Nick Schneider Do target-date funds represent smart choices, or […]

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Special Needs Trusts

If you have a child with special needs, you face long-run financial demands that cannot be fully met through federal […]

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