Helping people make smart financial decisions.
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Physician disability insurance is a specialty specific (commonly called “own-occupation”) policy that protects a doctor’s income in the event they can’t work due to injury or illness. As it turns out, there are a lot of mistakes doctors make with disability insurance that can potentially be problematic.
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.
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.
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.
