Do You Have a Will?
Regardless of age or income, having a will is an essential step to pass your assets to your heirs with clarity and confidence. Get one. Read More >
Regardless of age or income, having a will is an essential step to pass your assets to your heirs with clarity and confidence. Get one. Read More >
Having the free time to travel, explore hobbies and see your loved ones are among the top reasons people dream of early retirement. But how realistic is early retirement for... Read More >
Your most valuable asset may be your ability to earn an income. Over the course of your lifetime, you could earn several million dollars money that helps support you and... Read More >
You don't have to be wealthy to be financially stable. Financial stability can mean a lot more than that like being able to afford your current lifestyle or saving up... Read More >
As someone who has worked exclusively with physicians over the past nearly 35 years, I continue to be amazed at what a wreck most physician personal finances are. Read More >
In recent years, there has been a surge in the popularity of values-based investing, as individuals increasingly seek to align their financial decisions with their beliefs and personal interests. Read More >
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As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read More >