Helping people make smart financial decisions.
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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.
Lately, we have heard a lot about the gender pay gap. Well, there is another gap for American women that needs to be addressed: the gap in life insurance coverage.
September is life insurance awareness month, so we look at why life insurance is important and some considerations for those looking to purchase a policy.
Peggy Haslach offers a real life story of her experience with a disability and makes a strong case for the importance of women getting disability insurance, especially doctors.
We have all had the casual conversation about finances with a coworker/friend around the coffee pot or water cooler...and then proceeded to do what they did because it sounded like a smart idea. But was it really the smartest idea for us to implement for ourselves?
Disability insurance is one of the most overlooked and undervalued components to a successful financial strategy. Today we look at some facts about disabilities to bring awareness to the matter.
We have recorded over a dozen short videos covering various pertinent financial planning topics everyone should learn about. Read further to find out what topics we covered.
According to many of the bloggers out there, the HSA is the greatest investing account known to man. But is it great for everyone?
Anytime you purchase something, there is usually an optional extended warranty you can buy to protect your purchase. Is the warranty worth it?
Age is just a number. However, age is a number that you can use in your favor when applying for disability and life insurance. Health status is another important variable when it comes to qualifying for disability and life insurance.
