Jeff Witz, CFP®

Understanding the different titling options is important so that property can pass to heirs as efficiently as possible.

Finding a financial advisor you trust and who fits your budget can be challenging.

Which is the better investment for your retirement funds?

Don't forget about life insurance when planning your family's financial future.

With the Fed looking to end its quantitative easing, rising interest rates can have a negative impact on investments.

Keep these adjustments in mind for next year's taxes.

Avoiding these common mistakes can ensure that your friends and loved ones are taken care of after your death.

Don't be caught off guard when student loan repayment begins.

Emergency funds, retirement accounts, and more.

Disability insurance protects your most valuable asset—your ability to practice and earn an income in your specialty field.

How it can actually be a healthy component in an economy’s growth.

Having a good estate plan can be critical in ensuring that your family is well taken care of after you are gone.

Non-emotional actions you can take.

Whether your benefits are provided to you by an employer or you must choose your own, these are the most common benefits physicians should be looking for.

Eight areas that require your thought and attention at the beginning of the year.

As we enter 2021, it is always a good idea to take note of changes to the tax code as well as some items that remained unchanged.

The year’s end provides the perfect opportunity to review your financial life and make sure you are on track towards your goals.