What is one thing that most doctors all have in common? Student loans. I know, not the most uplifting observation, but it is true. A majority of doctors need to take out student loans in order to get to where they want to be. When we as advisors ask physicians about...
Written by: Jeff Pratt Life Insurance Beneficiary Rules With insurance policies, it is easy to get it and forget it. Meaning that once placed in-force, you stop thinking about it and rarely check to see if the features or details of the insurance policy are up to...
Written by: Braden Balocan Listen Here! Or Continue Reading: Student Loan “Limited Waiver” Program This is an urgent notice to all of our older student loan borrowers out there. Those of you who took out your loans prior to 2007, listen up. The federal...
Financial Planning for Dentists Written by: Andrew Newhouse When it comes to career plans, there can be a lot of differences for dentists fresh out of dental school. Some want to become practice owners, others want to work for a corporation. Whichever path you choose,...
Written by: Derek Melvin We get asked a lot of questions when it comes to home selling, especially when it comes to the sell vs. rent dilemma. How to buy a second home and rent the first? Should I sell my house or rent it? Is buying a house a good investment? Can I...
Written by: Andrew Newhouse The most common questions that I receive from my physician clients are on retirement plans. Every employer offers something a little different. Utilizing tax-advantaged retirement plans is attractive for highly compensated doctors, but it...
