3 Moments in Life Where You Should Consider Consulting a Financial Professional If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true [...]
What Dentists Should Know About Retirement Planning The average dentist doesn't retire until nearly age 70—around 7 years later than the national average retirement age.1 Though the dental profession can be a lucrative one, many dentists don't have the traditional 401(k) option, and selling a long-running dental practice is a bit more [...]
A Guide to Retirement Planning for Doctors Working in medicine may be challenging, especially with the strain placed on health care professionals throughout the COVID-19 pandemic. Working towards a comfortable early retirement may be a financial goal for some physicians. Here are some suggestions that doctors may use to manage financial independence. [...]
401(k) Rollover Options to Consider When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. Here, we will [...]
Making the Most of Your Relationship with a Financial Professional Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A [...]
Why You Should Not Take Early Retirement Withdrawals When money gets tight, it can be tempting to think about your retirement accounts as a potential source of financial help. However, an early withdrawal from your retirement account may be costly. Learn more about the taxes, fees, and penalties that may come from [...]
Stock's Road Ahead February 3, 2022 Dear Valued Investor: The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from January 3 through January 27 amid fears that the Federal Reserve (Fed) will [...]
Valentine’s Day Ideas for Every Relationship Stage Whether you have been together five months or five years, here are the best date ideas for you and your special someone this Valentine’s Day! For the new couples: Ice skating Nothing brings two people together quite like trying to ice skate. [...]
3 Tax Strategies Every Doctor Should Consider Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability [...]
A Letter To Our Clients January 25th, 2022 Dear Valued Investor, Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward? We think the most important thing to remember is that periodic stock market volatility [...]
CONNECT WITH BOB