by Brett Tushingham | Aug 27, 2020 | Financial Planning, Physicians
Physicians face many unique challenges when it comes to financial planning. Most graduate school with student loans, they have substantial liability exposure and begin saving for their retirement at a late age. Proactive planning can help you...
by Brett Tushingham | Jul 15, 2020 | Financial Planning
Many higher income families assume that they will not qualify for any financial aid. They would usually be correct if the aid were need-based. However, financial aid can come in many forms. Merit Based Aid There are two types of financial aid, need-based and merit...
by Brett Tushingham | May 14, 2020 | Financial Planning
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...
by Brett Tushingham | Apr 9, 2020 | Financial Planning, Physicians
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...
by Brett Tushingham | Apr 1, 2020 | Business Owners, Financial Planning
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...
by Brett Tushingham | Feb 25, 2020 | Financial Planning
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...