How doctors can plan for early retirement

How doctors can plan for early retirement

As someone married to a physician and surrounded by many friends in the medical field, I know that early retirement is on the minds of many physicians. If you are reading this article, you have probably put some serious thoughts about it as well. Retiring early is a very personal decision. And it is not Read more »

The Secret to becoming a 401k millionaire

401k millionaire

Today, 401k plans are one of the most popular employee benefits. Companies use 401k plans to attract top talent. 401k plan is a powerful vehicle to save for retirement and become financially independent. According to Fidelity, there are 180,000 Fidelity 401(k) plans with a balance of $1 million or more. Congratulations to you If you Read more »

Why you need a Roth IRA

Roth IRA

Do you have a Roth IRA? If you never heard about it, I hope this article will convince you to open one. Roth IRA is a tax-exempt investment account that allows you to make after-tax contributions to save for retirement.  The Roth IRA has a tax free status. It is a great way to save Read more »

A financial checklist for young families

A financial checklist for young families

I recently had the chance to work with several young families looking for help to build their wealth and improve their finances. We discussed a broad range of topics from buying a house, saving for retirement, savings for their kids’ college, budgeting and building legacy. As a financial advisor in the early 40s, I have Read more »