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Thanks to modern advancements, new research, treatments, and trials that are being developed every single day. As a Physician, this comes as thrilling news – but also with an overwhelming cost. Physicians already have high demand being placed on them, contributing to feelings of burnout. Add in the responsibility of staying on top of clinical […]

  All we’ve heard lately is bad news about the market – downward trends, looming recession, stunted employment growth, etc. But is it all bad news? Not according to some experts who see this decline as a potential entry point for investors. Don’t believe them? Market experts looking to history may ease your doubts.  

Financial growth and stability typically come from saving and investing your money. It is often recommended to keep your purchases within a budget. However, using some of your money for purchases that can benefit your life in some aspect or make you more comfortable can be money well spent. While frugality can be a favorable

The last quarter of any year can be scary. Whether it is financial and familial pressures, it can certainly feel like everything during the year has built up to be finally dealt with now. It does not have to be that way. In fact, it should be a motivational and magical time of year!  

  There are two types of dividends paid out to investors: Ordinary and Qualified. The time an investor has owned a stock determines whether the dividend will be considered Ordinary or Qualified. The other difference between these is the tax treatment of the dividend.   Previously, all dividends were considered Ordinary dividends with taxes owed

A career as a Physician almost always guarantees a lifetime of high earning. So, why is it so important to learn how to effectively manage a high-income budget? After all, most Physicians expect to work into old age without hitting any financial hiccups. The first step to establishing a solid financial plan is to understand

  The 2019 Secure Act made substantial changes to Family Estate Planning. These new tax rules on inherited tax-deferred retirement accounts: Traditional IRAs, 403(B)s and 401(k)s, greatly impact Physicians.   Under the previous rules, heirs had their entire lives to draw down tax-deferred retirement accounts. With this regulation, tax impacts could be minimized in any

  A recent consumer financial behaviors study found that people with more than $1.2 million in household assets report higher levels of happiness when working with a Financial Advisor compared to those who don’t.   In the study, happiness was measured through four core factors of happiness – fulfillment, intention, impact, and gratefulness. How participants

With President Biden’s recent student debt relief announcement, there are many questions surrounding qualifications for borrowers. Evidently, there were some people excluded from the pause on payments beginning at the start of the pandemic. Many of these borrowers are those who hold a subset of federal student loans under the Federal Family Education Loans program.

  Over the next decade, the US will see a severe Physician shortage, however, one area experiencing growth is Osteopathic Medicine.   This field applies a unique patient-centered approach to the full spectrum of care. A D.O. considers lifestyle and environmental factors in addition to symptoms. It is viewed as treating the whole person, not