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 »

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 »