Broker Check


Wednesday, October 5, 2022

If you’re a resident without access to an employer retirement plan, that doesn’t mean you’re out of luck.  You can still open and add money to an individual retirement account (IRA) or Roth IRA.

Thursday, August 25, 2022

What we know and don’t know about the plan President Biden rolled out on Aug. 24th.

Thursday, August 4, 2022

With over 2,700 rules and 567 separate filing strategies, 96% of people fail to make the optimal Social Security decision and miss out on $111,000 of benefits for the average household. $111,000.  That’s a lot of money...

Wednesday, August 3, 2022

Budgets don’t need to be complicated. You only need to know 4 numbers.

Thursday, July 21, 2022

A financial plan is essential for doctors and their families. But don’t take our word for it. Read what others have to say!

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Monday, May 16, 2022

You’ll either have a long life, health problems along the way, or a short life. That’s it. Plan for those three situations whether you’re single, married, with or without kids and most of your planning is done.

Wednesday, March 2, 2022

Too often, physicians focus on reducing expenses as the only means of improving investment performance.  Yes, low expenses are important, but they account for less than 1/3 of the added performance you could have.

Wednesday, January 5, 2022

Updated 1/4/2022 Some versions of the Build Back Better Act eliminate the backdoor Roth IRA contribution.  Investors may be wise to complete their contribution early in 2022 before Congress votes on Build Back Better Act again....

Friday, December 3, 2021

Paying property taxes before or after 12/31/2021 could reduce your income taxes by thousands of dollars. It depends on Congress and the itemized deduction for state and local taxes, referred to as SALT.

Monday, November 8, 2021

Saving for retirement is a long game; it’s a marathon. You could compare it to the fable The Tortoise and the Hare. A sprint won’t get you to your destination. Slow and steady progress will. Unfortunately, 75% of Americans...

Wednesday, October 6, 2021

Physicians may be paying more taxes in 2022 if the proposed "American Families Plan" is voted into law.

Wednesday, October 6, 2021

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data. What is it about this month?