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Retirement

ONE LITTLE-KNOWN TAX STRATEGY TO LEARN BEFORE THE END OF THE YEAR

ONE LITTLE-KNOWN TAX STRATEGY TO LEARN BEFORE THE END OF THE YEAR

Help yourself out this year by knowing the recent change to the tax code as we approach the end of the year. The deduction will be very beneficial if you pay attention to itemized deductions and make sure taxable income hits below the necessary threshold.

How To Travel The World Without Spending Money

How To Travel The World Without Spending Money

Many of us have a list of places we would love to visit. We are blessed to live in a world with beauty worth seeing and intriguing history to learn, but all too often clients worry the expense of these trips will break the budget. Find out how to travel the world without spending money.

Retirement Planning: Start with the End in Mind

Retirement Planning: Start with the End in Mind

83% of physicians under age 40 claim that they have unique or more complicated financial needs than other professions. I believe this to be true as well, but you have to find the time to address the unique or more complicated financial needs – otherwise you’ll resort to a “get rich quick” scheme in later years because it will be too late to fix.