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When you sign up for our weekly newsletter, you'll know about our latest blog post and podcast episodes; each one containing important financial tips and tidbits for doctors and medical professionals. You can also stay up to date on our podcast by downloading the Financial Clarity for Doctors Podcast wherever you find podcasts.

What is a Good Debt to Asset Ratio?

What is a Good Debt to Asset Ratio?

How do analysts determine the financial health of a business for either investment or lending purposes? While there are several answers to this, Debt to Asset Ratio is one variable used to measure financial solvency. This value is also important for a company because it allows the company to secure additional funding. What is a good debt to asset ratio?

What Should I Invest in Right Now?

What Should I Invest in Right Now?

Thanks to social media and the internet, we now experience this feeling almost every day. A question I get frequently from clients who don’t want to miss out on a good investment opportunity they may not be aware of is “What should I invest in right now?”

Is Life Insurance Taxable?

Is Life Insurance Taxable?

Is a life insurance benefit taxable? This is one of the most common questions we receive as advisors when discussing life insurance. Rightfully so, because it is a very important consideration to be mindful of. In most scenarios, life insurance proceeds paid to beneficiaries are…

Should I Invest or Pay Off Debt?

Should I Invest or Pay Off Debt?

As a financial planner, we are asked many questions about personal finance. These questions can be as basic as how much money should I keep in my emergency reserve account, and as complex as I have $100,000 saved and want to retire next year, what should I do. One question that arises more than all is, “Should I pay off debt or invest the cash on hand I have?”

What Percentage of My Income Should I Invest

What Percentage of My Income Should I Invest

Remember the early years of your life when you would stash away all the money that you got from birthdays or the Tooth Fairy? Back then, many of us weren’t concerned about investing for retirement savings, debt repayment, or living expenses, but now, many of us are in a similar dilemma: what percentage of my income should I invest?

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