3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More
3 Auto Insurance Clauses You Must Review


3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More

Ask Me Anything Volume 3: Navigating Life’s Financial Crossroads In the third episode of our “Ask Me Anything” series, we’ll tackle a variety of financial topics. From asset protection during a divorce to understanding the… Read More

Your Ultimate Guide to Creating a Legacy Drawer Imagine the peace of mind you’ll have knowing that everything your loved ones need to manage your affairs is in one organized place. This isn’t just a… Read More

Are you a physician struggling with your finances? Yes, we see a lot of money errors from doctors (It happens! It can be fixed. I promise.). In this post, we will cover the top 6… Read More

Asset Protection for Physicians: Safeguarding Your Wealth Asset protection isn’t just for the ultra-wealthy—it’s crucial for everyone, especially physicians who often face higher risks of lawsuits. This comprehensive guide will walk you through some of… Read More

Estate planning for physicians, sure, it is not the most exciting topic, but it is vital! We are going to take the “morbid” topic and make it more digestible. We will start with six common… Read More

You are headed down the home stretch: your last year as a training physician is coming to an end, and that means it’s time to update your financial planning accordingly. Whether you are finishing up… Read More

I am beyond excited for you to jump into this fantastic guest blog post from Dennis Hursh, where he shares the three biggest traps in physician employment agreements. Not only does Dennis nail this post,… Read More

As a doctor, you’re probably incredibly familiar with performing annual check-ups for your patients — but it’s important to have an annual financial check-up as a doctor, too. We have a very long list, both… Read More

Many physicians find that, as they continue to grow in their careers, they run into situations where their wealth is compromised. Divorce, lawsuits, and more impact their ability to protect the assets they’ve worked hard… Read More
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