facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Financial Clarity Blog

Helping people make smart financial decisions.  

Enter your email address to receive the blog in your inbox each week:


%POST_TITLE% Thumbnail

Retirement Plans for Doctors

A comprehensive review of different retirement plans for doctors. There are many different retirement plans for doctors that can be utilized. Typically, retirement plans for doctors will fall into two categories: plans available for employees, and plans for self-employed individuals. We will look at both sets of options and talk about how they can be utilized.

Read More
%POST_TITLE% Thumbnail

6 Ways to Achieve Financial Success as a New Attending Physician

The 2019-2020 academic year is behind us, which means there are approximately 45,000 new doctors entering practice in America (according to the ACGME Data Resource Book). That's a lot of new doctors who have a fantastic opportunity to achieve financial independence if they get started on the right foot. Today we are going to dive into six ways to achieve financial success as a new attending physician.

Read More
%POST_TITLE% Thumbnail

Getting Your Partner Involved in Your Financial Plan

Often when I work with couples, one person takes the lead, and the other is silent or possibly even absent. It totally makes sense. Sometimes one person is interested, and the other just isn’t. The path of least resistance is to go with it. You can make things happen on your own, so why bother to rope your partner into something they couldn’t care less about?

Read More
%POST_TITLE% Thumbnail

You Don’t Need A Long-Term Care Policy, You Need Longevity Planning

Longevity planning and Long-Term Care planning are an integral part of a solid financial plan, especially for LGBT families. But you have to trust that the advisor you work with will help you find, what you want, what you need, what you can afford, and what you can get approved. They also need to give you options if you cannot get the type of coverage you want or need. It is helpful to work with someone who is an expert in working with someone like you.

Read More