Benefits of Using a 529 Plan
There are multiple ways to save for your child or grandchild’s future and it’s always a great idea to start…
Category: Blog
How To Manage The Top Financial Priorities for Physicians & Medical Specialists in 2022
As a medical specialist, you’re in a unique financial position. Through your years of schooling, you’ve accumulated an extraordinary amount…
Protect Yourself from Phishing
According to the FBI, more than 114,000 people fell victim to phishing schemes in 2019, collectively losing around $57 million.…
Traditional vs. Roth IRA
Individual Retirement Accounts, or IRA’s, are savings vehicles that offer tax benefits and the ability to invest in the stock…
Joseph Schmidt Earns CFP® Designation
In 2018, two particular meetings implanted the desire in Joseph Schmidt to pursue a career in financial planning. First, he…
What is a Health Savings Account (HSA)?
A Health Savings Account (HSA) is a powerful savings vehicle that can be used for qualifying medical expenses. As medical…