Jul 14, 2022 | Blogs, Financial Planning, Market Updates
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Jul 1, 2022 | Blogs, Financial Planning, Physicians/Dentist
Student loans. When you hear that phrase, what’s the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many...
Jun 2, 2022 | Blogs, Financial Planning, Physicians/Dentist, Tax Planning
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
Jun 25, 2021 | Blogs, Financial Planning, Retirement Plans
Are You Ready For Retirement? As of 2020, more than 47.8 million U.S. Citizens (about 15% of the population) are 65-years-old or older. However, by the time Americans reach this crucial stage in their life, they have only saved on average 12% of what they will need to...
Jun 18, 2021 | Blogs, Financial Planning
Why Is Financial Planning Important? Americans, in general, are struggling with their finances. According to the NIRS (The National Institute on Retirement Security), 95% of millennials are not saving the recommended amount of money needed to secure their financial...
Apr 14, 2021 | Blogs, Financial Planning
After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.(GETTY IMAGES) On a cold day in Chicago in December 1969, 13...
