One of our advisors, Ben Kirchner, has been receiving lots of questions about 529 plans and saving for future education expenses. He put together a list of the most asked questions in The Doctor's Guide to 529 Plans. Read the full article by clicking the button below.
The Impact of Inflation
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Retirement Planning
All of doctors dream of the day they will be financially independent—the day where practicing medicine is optional, not required. To plan for this day, we do extensive retirement planning for all of our clients and review it at every meeting.
Our plan for building wealth for our physicians follows this proven process: