Did you know that November is long-term care (LTC) awareness month? LTC is a rough topic to discuss, but starting early can help. In today’s article, our CIO and Financial Advisor Josh Lantz, CRPC©, goes over some of the things all doctors should be thinking about to help prepare them for when they need long-term care.
In this week’s article one of our advisors, Ben Kirchner, AAMS©️, explains everything a doctor should know about term life insurance. Whether you already have life insurance or are looking to get some soon, this article is a good guide for understanding the different insurance options.
It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year and have set themselves up for a prosperous 2026. Reach out to us if you still have items on your year-end checklist that need to be completed. Deadlines are coming up, so let us know as soon as possible if we can help complete your checklist.
Did you know that November is long-term care (LTC) awareness month? LTC is a rough topic to discuss, but starting early can help. In today’s article, our CIO and Financial Advisor Josh Lantz, CRPC©, goes over some of the things all doctors should be thinking about to help prepare them for when they need long-term care.
Going into practice is a busy time in the career of a young physician or dentist. We get lots of questions about what they can do during this time to start off on the right track. One key to success is reviewing the data behind the decisions we make. In medicine, this could mean recognizing that your blood pressure is too high, therefore you change your\habits or medications to improve your overall health. Similarly, doing a “financial check-up” can ensure long-term success with money. The most pivotal time for a checkup is during the transitionary period of going into practice. We’ve broken the financial check-up into six key categories:
Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.
