Wealth Planning

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Should You Freeze Your Credit?

April 9, 2020

According to the Federal Trade Commission, identity theft is at the top of the list of consumer complaints. Despite the best safeguards, it has become clear that we can’t always control the way people access or use our personal information. Even the IRS isn’t immune to scammers. The Government Accountability Office reported that $5 billion in erroneous refunds were paid in 2014 as a result of fraudulent filings. In 2018 Equifax, one of the three

Planning for Your Earning Cycle: Medical Professionals

March 13, 2020

Wealth management for medical professionals requires a different planning approach. Medical professionals typically earn less income in early earning cycles compared to the traditional American worker. When their earnings balloon, they often do so quickly and then stabilize at a high base. Fortunately, you can compensate for the dramatic drop in a healthcare professional’s salary. All it takes is wise planning during the earning years. A Smart Approach to Wealth Management for Medical Professionals We

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"A Culture of Trust" Business People Magazine (2019)

January 12, 2020

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Profiting From an Advisory Relationship – Wealth Management for Medical Professionals

July 1, 2019

“Rely not on the likelihood of the enemy not coming, but on our own readiness to receive him; not on the chance of his not attacking, but rather on the fact that we have made our position unassailable.” – Sun Tzu, the Art of War The ancient military general, strategist and philosopher Sun Tzu’s words are still worth heeding. Interestingly, they also draw strong parallels to our relationship with money. When it comes to high

Long Term Care Insurance: An Overview

July 1, 2019

Much of today’s population will eventually require some form of long term medical or personal assistance care as they age. How these people receive and pay for services will drive their long term care (LTC) experience. Even if you think you are well versed in the ins and outs of LTC, you might be surprised to know that long term care includes a surprising range of services and complexities. Long term care support may occur

Property & Casualty Insurance: An Overview

July 1, 2019

Property and casualty insurance protects the things you own while also providing liability coverage if you’re responsible for an accident that causes damage or injury to someone else. Though property and casualty appears relatively straightforward, it’s easy to miss the mark when securing this type of policy. An especially apt maxim when choosing a property and casualty provider is the tried but true, “You get what you pay for.” While some carriers consistently earn high

Should You Freeze Your Credit?

Planning for Your Earning Cycle: Medical Professionals

"A Culture of Trust" Business People Magazine (2019)

Profiting From an Advisory Relationship – Wealth Management for Medical Professionals

Long Term Care Insurance: An Overview

Property & Casualty Insurance: An Overview

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