Why Doctors Should Not Delay Financial Planning
March 15, 2022
Doctors face plenty of challenges throughout their day. They worry about the health of their patients, juggle research projects, and try to decipher the changes
Doctors face plenty of challenges throughout their day. They worry about the health of their patients, juggle research projects, and try to decipher the changes
The IRS recently put forth a new set of life expectancy tables for the first time in 20 years. This new table has a longer
RMDs are distributions that people aged 72 or older must take from their retirement accounts each year as mandated by the government. When you withdraw
People get very emotional when it comes to debt; we now have a bit more insight into why. Although it has been well-known for some
In January 2021, Massachusetts began offering a new Paid Family and Medical Leave (PFML) benefit for anyone who works in the state. With the birth
Back in March, I co-hosted a disability insurance webinar with Bill McKernan, Managing Director of the McKernan Financial Group. We shared insights on how high-income
A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits
The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on
Deciding to pay off your mortgage early vs. investing your excess cash is not as cut and dry as many people would have you believe.
This post is the third of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare Expenses Part 2: Understanding Medicare Part
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