Helping people make smart financial decisions.
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October is National Financial Planning Month, so it's fitting we write about the benefits of financial planning! I define financial planning as the ongoing practice of creating and updating a strategy to achieve your goals. It's not a one-time thing. It's a continuous habit or routine. No different than regular car maintenance or dental care. Have periodic checkups with regular care in between.
For most doctors buying a house, especially early in their careers, a mortgage is a necessity. A common question you may be wondering is, do doctors get better mortgage rates?
To kick-start 2020, I wanted to put together a list of 20 money tips for 2020 that you can strive to implement this year.
In over a decade of working with doctors and dentists, I have observed my fair share of the good, the bad, and the ugly when it comes to money moves. This should give you a good starting point for some things you can do to get your finances on the right track.
Rights for LGBTQ families are often in question. How do you protect your family's financial future if you are a member of the LGBTQ community?
Your parents’ financial situation will eventually become your financial situation. Today we look at things to bring up with your parents to minimize the financial surprises down the road.
