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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...
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...
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