A Guide for Doctors During Divorce
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
Preparing for a Single Retirement? 4 Tips for Women
Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.
403(b) vs. 457 Plan: Maximizing Your Retirement Savings
Depending on who your employer is, you may not have access to common retirement plans like 401(k)s. Here's a breakdown of 403(b) and 457 plan options to help you strategize for retirement.
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
Beginning the Business Succession Process: A Guide for Business Owners
While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.
Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
High-Level Executives & Retirement: Understanding SERPs
As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.
It's Life Insurance Awareness Month: Should You Have Multiple Life Insurance Policies?
Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.
5 Compelling Reasons to Consider Working in Retirement
Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.
My first financial lesson as a child was the Rule of 72.
As a child, my dad always made a point to try to teach me lessons about money, law and practical life skills. He also taught me duct tape can fix just about everything. One lesson that stuck with me, because is constantly repeated it, was the "Rule of 72". I'm not exactly a "rule of thumb" person but the Rule of 72 is knowledge he passed on that I use almost daily. When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of return. The Rule of 72 can be used as a quick rule of thumb to help determine this answer.