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Retirement Accounts Explained
Last Updated: March 7, 2024 Retirement is one of the biggest expenses you’ll have in your life, with one of the longest savings periods of your lifetime, too. Although there are various retirement savings plans available to you, planning for retirement doesn’t have to be overwhelming. U.S. retirement statistics can…
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Key Highlights to Navigating Long-Term Care: What You Should Know
Last updated: 02/29/2024 The thought of long-term care (LTC) can feel a bit dismaying with so many questions to answer. What exactly is long-term care? How do you know if you need it? Do you have to “qualify” for it? Having more insight on this topic can help ease some…
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Delayed Gratification and Its Impact on Your Financial Future
Last updated: 02/29/2024 Some things are worth waiting for—especially when it comes to saving for your future retirement, your chance to spend time doing what you love without the daily 9-to-5 grind of work! Starting to save early and compounding interest are two best friends to your retirement savings, but…
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What Are Capital Gains and Capital Assets?
Last updated: 2/29/2024 Understanding capital gains, losses, and assets are important to your overall financial strategy. Asset appreciation, like from your stocks or real estate, is exciting, especially when you sell for a profit, but don’t forget that Uncle Sam wants his cut, too. What Are Capital Gains and Capital…
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8 Asset Protection Strategies for Doctors
Last updated: 02/28/2024 It’s no secret that doctors have higher-than-average incomes when compared to the average U.S. household (in 2024, the average U.S. household income was $59,428. vs. $265,000 for PCPs and $382,000 for specialists on average). The profession’s risks are also different than most professions. According to Medical Economics,…
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How to Protect Your Spouse From the Survivor Trap
Last updated: 02/28/2024 Losing a spouse is difficult enough without having to worry about your finances. Will your spouse be able to maintain their current lifestyle? Or will they have to sell assets and dip into retirement accounts to get by? Does your retirement plan protect your spouse against the…
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Should I Pay Off My Mortgage Before I Retire?
Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off as quickly as possible, especially if you’re nearing retirement and will no longer be accumulating money with your income. There…
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10 Ways to Reduce Medical School Debt Before, During, and After School
Last updated: 02/28/2024 Higher education is not cheap (and the price continues to climb every year), and medical school is no exception. In fact, the price to become a doctor is comparable to the price of family homes in some U.S. areas. According to Forbes, 55% of students from public…
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