(503) 841-5840 [email protected]

Blog

Sign Up for Our Newsletter

When you sign up for our weekly newsletter, you'll know about our latest blog post and podcast episodes; each one containing important financial tips and tidbits for doctors and medical professionals. You can also stay up to date on our podcast by downloading the Financial Clarity for Doctors Podcast wherever you find podcasts.

Term vs. Whole Life Insurance

Term vs. Whole Life Insurance

The term vs. whole life insurance debate is a popular one, especially amongst higher income individuals, such as our physician and dentist clients. Today we will explain what is the difference between term and whole life insurance, how term life insurance works, how whole life insurance works, discuss other cash value life insurance alternatives to whole life, and identify scenarios where each type could be appropriate.

Is a 529 College Savings Plan Worth It?

Is a 529 College Savings Plan Worth It?

For parents, saving some money for college for their kids is often a financial goal. Everyone has different goals for how much college they want to pay for – some may want to pay for any and all of it, others only a portion. Many of you with children have heard of the 529 college savings plan. Today we want to answer the question, “Is a 529 college savings plan worth it?”

14 Facts about Disability

14 Facts about Disability

Disability insurance is one of the most overlooked and undervalued components to a successful financial strategy. Today we look at some facts about disabilities to bring awareness to the matter.

Copyright © 2024
The Finity Group