Estate Planning

Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor

Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor

Want to start building your investments and planning for retirement? Have no idea where to start the conversation about your personal finances? Well, you’re not alone!

Here are the top 10 questions to ask when comparing prospective financial advisors:

Biden Administration Tax Law Changes that May Affect Doctors

Biden Administration Tax Law Changes that May Affect Doctors

Many of our doctors have shown interest/concern as to what new tax laws will come into place with the new presidential administration. As we don’t know the exact numbers at this time, we have compiled some of the main topics brought up during the presidential campaigns, compared the two administrations, and then made a side-by-side presentation.