Staffing & Salary

Financial Advisor to high net worth individuals including physicians and those at or nearing retirement.

Articles

Without the proper tax planning strategies in place, a physician could face some costly and unwanted surprises.

Why tax planning matters for your retirement

Closing a practice for retirement is a hard decision as it is-here are tips to make closing your doors smoother.

The End of an Era: Closing your practice

High incomes do not guarantee smart money management.

Six biggest mistakes physicians make when planning for retirement

Do not wait for current uncertainties to subside to begin your plans.

How physicians can prepare for retirement

Maximize your business’ bottom line for ease later in life.

Top 3 ways physicians can ensure an early retirement

Retirement plans, anticipating industry changes, and more.

Physicians’ biggest financial mistakes

Five questions to ask yourself as you plan for retirement.

How much money do you need to retire?

Even if retirement is a few years down the road, it’s important to work with a financial adviser to discuss where you want to go, what you want to do and how much money you need to make those plans a reality.

The best place to retire

For many, retirement will be a long process of gradually winding down work hours and responsibilities rather than a firm date.

A new way to retire 

Travel dreams to exotic locales shouldn’t be reserved for the retired. Instead of putting off travel until retirement, splurge on some exciting trips now-while you have the interest, energy, and stamina to enjoy every single moment.