Helping people make smart financial decisions.
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In the last couple of weeks, I cannot count how many times a client has reached out to me asking about their life insurance. I get questions clarifying whether or not life insurance will pay if they die from COVID-19 (it will). I also have people asking me to help them get more life insurance in a hurry.
With much of America forced to work from home this spring, people are scrambling to get into a rhythm. Today we will dive into some strategies to maximize productivity while working at home and keep your boss at ease.
Should I rent my house or sell it? Or, should I sell my house or rent it out? These are questions we get asked a lot, especially by doctors looking to upgrade from their starter home.
I have a number of clients who are locum tenens physicians. What is a locum tenens physician? A locum doctor is basically a temporary employee. Today I want to dive into some of the benefits of being a locum tenens physician so you can decide if it may be the right fit for you.
What if people weren’t able to buy and sell stocks every day? What if the stock market was like a farmer’s market and only open one day a week? Or once a month? Or once a year?
People assume that doctors are rich, because being a doctor is a considered prestigious job and most prestigious jobs pay good incomes. However, having a good income and being rich are two different things.
Want to contribute to a Backdoor Roth IRA but don't know where to start? Here is a handy tutorial on completing the Backdoor Roth IRA conversion strategy correctly.
While most of you reading this don’t earn anywhere near $1M/year, it may seem crazy to think that you would find yourself going broke if you earned that much. However, I have seen enough people’s finances to tell you that there are people out there earning $1M/year living paycheck to paycheck.
Every time I hear someone say they plan to renovate the kitchen or upgrade the master bathroom, I wonder to myself, “Does this make sense financially?”
We live in a crazy time, filled with uncertainty. So how the heck are we supposed to create a financial strategy with all the noise going on around us?
