Physicians have a lot going on financially. Between a truncated career as a result of lengthy education, piles of student loan debt, and a high-earning occupation, they face a unique […]
Read MoreA Financial Health Prescription for Physicians
Financial Planning
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this […]
Read MoreThe Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you after you’re gone. It also ensures that all of your wishes are carried […]
Read More5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement […]
Read MoreWhen Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to […]
Read MoreTax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared […]
Read MoreYear-End Tax Planning Strategies for Individuals
While the year started out with some uncertainty about potential tax law changes, very few of the proposed policies that may have impacted high income taxpayers were enacted. The Inflation […]
Read MoreYear-End Tax Planning Tips for Your Small Business
It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season, preparing budgets for next year, and of course, planning year-end tax strategies. Year-end […]
Read MoreIs a Recession on the Horizon? Here’s How to Prep Your Portfolio
This year has been a rollercoaster ride for investors. The market hit an all-time high on January 4, 2022, tumbled over 12% through mid-March, rallied back up over 8% to […]
Read MoreFinancial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones […]
Read MoreFinancial Health Series | Protecting Your Parents’ Finances: Part 1 – How to Start the Conversation
Over this past year, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the […]
Read MoreWhen Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for […]
Read More
