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...
Apr 13, 2021 | Blogs, Financial Planning, Physicians/Dentist
Follow these retirement planning tips—whether or not you’re retired Retirement planning at any age can be challenging. Still, there are certain steps to take when you’re in your mid-60s and beyond to make sure you’re ready for those golden years. KEY...
Apr 7, 2021 | Blogs, Financial Planning, Physicians/Dentist
Jeff Bendix Medical Economics Journal, Medical Economics November 2020, Volume 97, Issue 15 Creating a solid retirement plan can build peace of mind as you navigate the challenges of practicing medicine today. So what should you be doing? Especially in...
Mar 2, 2021 | Checklists, Financial Planning
It’s vital to keep on top of what you have and haven’t accomplished By REBECCA LAKE If you’ve taken on the task of mapping out your annual financial plan, you deserve a pat on the back. Making sure you’ve covered all the bases is important to both your short- and...
