The end of the year can be stressful for many people. Not only are calendars packed with holiday festivities and travel, but there are also all of the end-of-the-year financial preparations to take care of. This guide should help give you a clear view of what needs to get done and when. Hopefully it’ll make […]
Overfunded 529 plans & your options
529 plans are a very popular college savings option, thanks in big part to their flexibility and tax perks. For most people, 529 plans have plenty of room for growth. The contributions for these plans are considered gifts for tax purposes. So that means you can contribute up to $15,000 per account, and so can […]
Your Money: How to Prepare for the New Year
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 […]
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