You’ve likely worked hard to build what you have and hope to pass it down to the next generation. But your plan could be at risk if you haven’t taken the time to protect your assets in case of an unexpected event. Learn what steps you can take today. Check Your Insurance CoverageIf […]
Many of my clients are busy business owners, professionals, or executives with little time to focus on their financial planning, which is why they turn to us for help. Though their situations are unique, many of us have a lot in common when it comes to our finances. In working with my clients, […]
We are now multiple months into our lives being turned upside down by 5 letters and a number: COVID-19. And even though some states and counties are reopening, we have a long way to go to normal. As a result of the coronavirus crisis, we’ve seen increased volatility, drastic market lows, and rising unemployment numbers. […]
Staying healthy takes discipline, dedication, and focus. It’s much harder to force yourself to eat that salad and exercise for 30 minutes when you’d much rather grab a pizza and watch TV on the couch. But being healthy offers more than just a smaller pant size. There’s tons of research out there proving that […]
Have you found yourself losing sleep at night due to worry or asking yourself, “Am I going to be all right?” If so, you’re not alone. We are living in unprecedented times and no one can predict what will happen or what our nation’s and world’s recovery is going to look like. And as a […]
As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns, today we’ll share […]
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days. Investors are understandably nervous about their money and their health. If you are […]
As a doctor, you dedicate your entire life to honing your craft. But even after all those years of medical school, no one teaches you how to run a successful business. In today’s digital landscape, attracting and retaining patients is even more complex than it’s ever been before. That said, here are 5 ways doctors […]
For many of us, tax season is something we’d rather avoid. And it’s no surprise why, since each taxpayer spends about 12.5 hours preparing for and filing taxes, (1) not to mention the added tax-preparation costs. But since the 2020 tax filing season has officially begun and you have to face it eventually, the sooner […]
It costs anywhere from $70,000 to over $100,000 to launch a private medical practice. (1) The barriers to entry are sky-high, but so is the potential reward. You get to be your own boss, run your practice how you want, and provide treatment based on your own standard of care. It can’t be beat. But […]