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Choose the “Right” Schools to Save Money on College
We all want the best for our children. That includes paying for an education. But the cost of that education keeps going up and is now over $300,000 at some schools. Saving in a 529 plan is not enough! You need to develop a plan that not only helps you save, but...
Physician’s Financial Planning Playbook for COVID-19
The current pandemic has created challenges for all of us, especially physicians. There are threats to their own health, loss of revenue as elective procedures are canceled and difficulties in caring for their patients. Below are some resources to help address these...
The CARES Act: What it Means for Families and Business Owners
This week the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. The purpose of the act is to provide relief to individuals and businesses impacted by the global COVID-19 pandemic. I won’t try to include all 800+ pages in this email, but here are...
When Should I Begin My Social Security?
The value of receiving a guaranteed income stream with inflation protection for the rest of your life cannot be understated. Every dollar of Social Security received is one less dollar that needs to be pulled from your portfolio. So, when should you begin to claim...
Year-end Checklist for Physicians
2019 is almost in the books. Below are five actions that physicians can take as part of a proactive, year-end review. Refinance Mortgage and Student Loans – Mortgage rates have come down considerably this year and are near historic lows. Bankrate is a great place...
How Grandparents Can Help Pay for College, the Right Way
Grandparents are usually willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. Knowing what I know now, it’s likely that the gift had a negative impact on my financial aid eligibility. The...
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