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
Holistic Financial Services
The 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 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 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 MoreMaking Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what […]
Read More5 Ways to Remain Cool, Calm, and Collected With Your Finances
Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your […]
Read MoreWhat in the Heck is Bitcoin?
Bitcoin? What in the heck is a bitcoin? This new form of currency has been in the headlines lately, mostly due to stories about its popularity amongst the online underworld, as […]
Read More6 Myths About Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I […]
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