BLOG
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...
Biz Journal Insightful Discussions
There is always some level of uncertainty when planning for the long-term. There were changes to the way how college financial aid is calculated in 2017. Most of the tax code for individuals and business owners was changed in 2018. Proactive planning is a must in...
The 3 Most Important Questions to Answer Before You Retire
The decision to retire can be a scary one, but it doesn’t have to be. You need to make sure that you have thoroughly thought things through and have the answers to a number of questions before pulling the trigger. In order to ensure that our clients have a...
It’s Never Too Late To Start Your College Plan
The need for college planning has never been more important. The average cost for a private school is now $35,676 and the rates on Stafford and Parent Plus loans for 2019 have increased to 5.05% and 7.6% respectively. For parents with children in high school, this...
End-of-Year Planning Strategies to Consider
December is almost here, and my children are already preparing their Christmas lists. These lists seem to get larger every year. Anyway, let’s get right to it and take a look at some planning strategies and pitfalls to avoid before year-end. Maximizing Retirement Plan...
Schedule an Appointment
Please select a time from our calendar below to speak with an advisor.