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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...
Refinance or Public Service Loan Forgiveness – What Should a Physician do?
Managing student loans can be challenging. Some physicians are leaving school hundreds of thousands in debt, in the form of federal (direct) and private loans. The majority of physicians will pay back their private loans so most will want to refinance as soon as...
Late-Stage College Planning for Physicians
College tuition has been rising 33% faster than inflation. This has resulted in enormous tuition bills and students taking on an increasing amount of student loan debt to fund it. You need to treat a college education like any other investment and answer a few...
The Physician Asset Protection Plan
The best laid plans can be ruined without some defensive planning. Physicians need to protect their assets and shouldn’t have to worry about a lawsuit or injury jeopardizing their financial future. Below are some steps we follow for the physicians we work with....
The Best Way to Pay for College in 3 Simple Steps
Children are being asked to make one of the largest purchase decisions of their life at the age of 17, paying for a college education. The result, the average graduate has more than $37,000 in student loan debt. Parents understand that investing in an education...
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About Tushingham Wealth Strategies
As a Certified Financial Planner, Tushingham Wealth Strategies acts as a Fiduciary for their clients. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
About Tushingham Wealth Strategies
Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
©2019 Tushingham Wealth Strategies, LLC
5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403
©2019 Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.
