The Financial Details Physicians Need to Know Before Starting a Private Practice
Around 49.1% of physicians work in private practices.1 If you’re looking to join the ranks of physicians-turned-business-owners, you have an…
Category: Blog
Starting a New Employment Contract? The 6 Negotiation Strategies Physicians Need to Know
Receiving a new job offer is exciting, and it presents an opportunity for physicians to negotiate a better compensation package…
Why Should You Work With a Fee-Only Financial Advisor In Retirement?
Approaching retirement, every financial decision you make matters. As you prepare to enjoy a life of financial independence, knowing you…
How To Meaningfully Include Your Children In Your Estate Plan
Not too long ago, money was strictly taboo in many households. But as parents have discovered in recent years, neglecting…
What Is Financial Freedom?
As you move through life, your financial landscape tends to evolve. It’s natural to outgrow your previous goals and objectives,…
Do Retirees Need Flood Insurance If They Live In Charleston, SC?
Charleston, South Carolina, is (in our humble opinion) one of the best places in the country for individuals and couples…
Your Parents Are Aging, Should You Move Home To Care For Them?
If you’ve noticed any cognitive or physical decline in your parents lately, you may be considering what support they’ll need.…
Do Roth 401(k)s Have Income Limits? And When It Makes Sense To Contribute
There are plenty of savings vehicles designed to help wealth builders transform their earnings today into future retirement income. Each…
How Fixed-Income Strategies Help You Meet Your Retirement Income Goals
Preparing for retirement is a balancing act. You want to enjoy your hard-earned money today while being thoughtful and strategic…
You Saved So Much Money to Retire, Don’t Be Afraid to Spend It
Many retirees are surprised by the difficulty of transitioning from a 40-hour work week to enjoying financial freedom. It can…