As we wind down 2018, you’re probably busy with the usual holiday events and preparations. I’ve got a few more items for your to-do list that won’t take long, but will help you feel more financially organized when you prepare for the new year. Prepare for the New Year – Know Your Deadlines You still […]
What You Should Ask Your Financial Advisor
If you decide to work with a financial advisor, it’s important you find someone who understands your goals and has the credentials and experience to support you in your financial journey. Here are some of the most important questions to ask when you’re interviewing potential advisors: Are You a Fiduciary? Unfortunately, not all advisors are […]
5 Physician Financial Challenges
Doctors are among the highest-paid professionals in the country, but that money needs a plan to become true wealth. Here are 5 physician financial challenges to watch out for, and how to keep them from undermining your wealth potential: Physician Financial Challenges: Lifestyle Inflation Doctors are well aware of the sacrifices it takes to make […]
Managing Physician Burnout
The pressures on physicians today are different than they were even a decade ago. Physician burnout is a serious problem with potentially catastrophic results. New Hampshire Public Radio spotlighted this problem last month. Here are some of the takeaways from that program: What is Burnout? Burnout is more than having a tough day or […]
Preparing Your Fourth Quarter Finances
The end of the year is coming up, and with it comes a long list of to-dos. Get a jump on your money preparations now and you’ll set yourself up for a smoother fourth quarter: Max Out Retirement Accounts If you have a 401(k), you have until the end of this calendar year to make […]
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