News & Knowledge
Exploring Business Owner Exit Strategies for Physicians
With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.
Financially Preparing for New Parenthood
How to approach reviewing your finances and budget when preparing for first-time parenthood.
‘Tis the Season: 2022 Market Outlook
The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…
‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations
By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.
Educating Children About Money Management Before an Inheritance
Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.
Are You Leaving Money on the Table? 4 Questions to Consider When Repaying Your Student Loans
Understanding student loan repayment options could help many physicians and medical professionals with significant debt create a payment plan to better suit their individual circumstances and lifestyle. These questions can help get your started.
6 Common Financial Concerns for Physicians
The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.
Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective
Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.
The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right
An estate plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.