Resources

In addition to hosting seminars and workshops across the nation at numerous teaching hospitals and medical communities we’ve put together a web based version that you can view below anytime. If this brings up questions or if you’re interested in discussing your financial situation and goals, we welcome you to get in touch. Please visit the “Meet with Us” area of our site.


Here you’ll find an ever expanding assortment of articles that the advisors or our partners have written about topics that come up during the planning process, from general issues to comments on important topics of the day. Be sure to check back regularly as we’re always adding to our collection.

College Saving Plans - Saving for a Child's College by Michael Merrill, CLU ChFC and Marshall Weintraub, CFP

Debt Management - Efficient Debt Management and Physician Mortgages by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

IRAs - Types and Strategies For High Income Earners by Michael Merrill, CLU, ChFC and Marshall Weintraub

Student LoansForgiveness vs. Refinancing by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Fiduciary DutyAn Important Factor When Choosing a Financial Advisor by Marshall Weintraub and Michael Merrill, CFP®, CLU®, ChFC®

Recent Market EventsWhat They Mean For the Long-Term Investor by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Disability InsuranceThree Common Questions by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Estate PlanningBasic Steps For the Young Cardiologist by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Portfolio Rebalancing  - Investment Portfolio Reblancing - The Basics by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Interest Rates - Rising Interest Rates - Why the Fuss? by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Income Taxes -A Quick Note on Income Taxes by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Investment Risks - Investment Risks: Short-Term vs. Long-Term by Marshal Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Below you’ll find several links that you might find handy in familiarizing yourself with financial topics and planning strategies.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.