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…
Category: Blog
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…