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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.

Kiddie Policies

Kiddie Policies

Yes, life will be different, moving forward. No one ever expected to see what we have seen over the past three months. And no one knows how the next big life event will affect us. One thing we do know is that there will be more events like these. We need to plan, so our family has financial flexibility now and for what the future.

Modern Clients Require Modern Professionals

Modern Clients Require Modern Professionals

Finity Group is like the Netflix of financial planning firms – born into the age of internet and technology, full of both industry experience and fresh new developments; we are revolutionizing the way we provide our respective services. We aren’t just the next generation of advisors; we’re the advisors for today and the future. No matter your age, you deserve a financial professional who is as flexible, up-to-date, and savvy with modern technology.

Best Options for Rolling Over Your Retirement Savings Plan During COVID-19

Best Options for Rolling Over Your Retirement Savings Plan During COVID-19

If you are one of the 30 million people who lost your job because of the COVID 19 or the resulting downturn, then you might think that your only option is to cash in your 401(k). After the decline of 2008-2009, many women told me they fired their financial advisor or CPA because they lost their job (or divorced a spouse who lost their job) and cashed in their 401(k) to start a new business or start a new life.

Investing in a Bear Market

Investing in a Bear Market

Today I want to talk about investing a bear market. Seems pretty relevant right now with the stock market being down and all. How does one go about investing when the market is down?

7 Mistakes Doctors Make with Disability Insurance

7 Mistakes Doctors Make with Disability Insurance

Physician disability insurance is a specialty specific (commonly called “own-occupation”) policy that protects a doctor’s income in the event they can’t work due to injury or illness. As it turns out, there are a lot of mistakes doctors make with disability insurance that can potentially be problematic.

Being a Working Mom During Quarantine

Being a Working Mom During Quarantine

I am pretty sure that March of 2020 will now only be known as the month Covid-19 hit the stage on a global scale. It was a month of quarantines, scary news headlines, being cooped up with your kids (and partners), and economic uncertainty.

How Much Life Insurance Do I Need?

In the last couple of weeks, I cannot count how many times a client has reached out to me asking about their life insurance. I get questions clarifying whether or not life insurance will pay if they die from COVID-19 (it will). I also have people asking me to help them get more life insurance in a hurry.

Surviving While Working from Home

Surviving While Working from Home

With much of America forced to work from home this spring, people are scrambling to get into a rhythm. Today we will dive into some strategies to maximize productivity while working at home and keep your boss at ease.

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