Many of our clients are from Gen X & Gen Y, and many of our clients end up having their estate documents completed before their parents. Heck, sometimes before their grandparents! Why? Well we know… Read More
Avoid These Estate Planning Mistakes
Insights
Financial Planning: Should I…Create videos for my planning firm?
https://www.financial-planning.com/news/website-video-for-financial-advisors
Physician On FIRE: Using Your IRA for Real Estate & Crowdfunding Investments
https://www.physicianonfire.com/irarealestate/
AMA: Prepare now for one of residency’s biggest hurdles: Sticker shock
https://www.ama-assn.org/residents-students/resident-student-finance/prepare-now-one-residency-s-biggest-hurdles-sticker
The White Coat Investor: The “Secret” Ultimate Roth Contribution
https://www.whitecoatinvestor.com/the-secret-ultimate-roth-contribution/
CNBC: It’s time to teach financial literacy to young doctors
https://www.cnbc.com/2016/12/08/teaching-financial-literacy-to-young-doctors.html
Yahoo Finance: Advisor prescription: It is time to start teaching financial literacy to young physicians
https://finance.yahoo.com/news/advisor-prescription-time-start-teaching-134736647.html?guccounter=1&guce_referrer=aHR0cHM6Ly93ZWFsdGhrZWVsLmNvbS8&guce_referrer_sig=AQAAADRZ6tQnpKrbBNPltWrtLpaUqsVTTl3_tpZhmQP0e6tHKUjehHMvwp1e6V62mDzqM7HYOpqhlqpZ_xrI12my5pLshpyAsrOQFv52V2IRMJb_JSP6Lx-7-rU56u6B0dTcerdoYhybzBQ9RmHjiLntlKqLa7rphpjw_QGXMt0gbQvf
Forbes: 8 Ways To Rethink Your Holiday Spending.
https://www.forbes.com/sites/kateashford/2016/10/31/holiday-spending/?sh=360def3178a0
CNBC: Why a millennial should have life insurance.
https://www.cnbc.com/2016/08/26/why-a-millennial-should-have-life-insurance.html
InvestmentNews: Financial advisers help clients graduate from student debt.
https://www.investmentnews.com/financial-advisers-help-clients-graduate-from-student-debt-68722