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5 Small Practices that Make a Big Difference

5 Small Practices that Make a Big Difference

These 5 practices are a great start to a solid financial foundation. Put them into practice, because great financial planning can make all the difference.

Empathy and Charitable Giving

Empathy and Charitable Giving

If you are intentional, you can strengthen your empathy just like a muscle. And, if you are strategic, you can give charitably in ways that make a profound impact in the world without growing numb or cynical to the overwhelming number of requests.

Hidden Costs: major decisions are about more than money

Hidden Costs: major decisions are about more than money

As financial planners, we help clients think through the financial requirements needed for the life they want to live. But it’s one thing to have enough cash on hand to pay for the things we want, and another to calculate the full scope of our decisions.

Reimagine Retirement

Reimagine Retirement

What would you do with your life if you were to retire in your mid-40’s or 50’s from practicing medicine and pursue something else?