Written By: Marshall Weintraub, CFP® Listen Here! While the past decade has generally exhibited falling unemployment, rising stock prices, and other positive economic indicators, it may have also lulled investors into complacency after an extended period of relatively...
Written by: Corey Janoff To continue life insurance awareness month, I wanted to talk about the term vs. whole life insurance debate. This is a popular one, especially amongst higher income individuals, such as our physician and dentist clients. Today we will explain...
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 A life goal that a lot of people have is to purchase a home. This will likely be the largest purchase you will make in your lifetime. Most people know they want to purchase a home, but aren’t familiar with a lot of options out there....
