Insights

The Retirement Expenses Nobody Warns You About

September 1, 2026

October 9, 2017

Getting the Most Out of Social Security

Want to make sure you get the most out of social security in retirement? How about getting an extra $150,000? Throughout history, social support programs…
September 14, 2017

What To Do if You are a Victim of the Equifax Data Breach

No doubt you have heard reports in the news about a data breach at Equifax that potentially affects 143 million Americans. We believe there are…
June 21, 2017

Prevent Financial Elder Fraud

Article shared from Fidelity InvestmentsJune 2017Ten Ways to Stop Financial Elder FraudAs our parents get older, we may find ourselves monitoring their lives from a…
June 11, 2017

Baseball and Benchmarks

Major League Baseball launched its 2017 season in early April. Optimism reigns, as usual this time of year, because it is the start of the…
June 10, 2017

Under the Radar — Warren Buffett’s Annual Letter

We always enjoy reading Warren Buffett’s annual letter to his Berkshire Hathaway shareholders. He modestly noted in his February 25, 2017 letter that over the…
June 10, 2017

Reward Offered

One of the most difficult parts of moving is changing the address on your mail. The junk mail seems to magically find you but the…
February 10, 2017

Physicians: Balancing High Income with Retirement Planning – The Double-Edged Sword

ATLANTA, GA – As of 2014, the average age of “actively licensed physicians” was 52 years—in 2012 it was 51 and in 2010, 50. These…
February 10, 2017

High-Income Earners: Minimizing Taxes and Protecting Assets with a Defined Benefit Plan

Physicians, business owners, professionals, and self-employed individuals often face higher taxes than most Americans, but there are many strategies you can implement to keep more…
December 22, 2016

Physicians: Selling Your Practice Is About More Than Money

There are more than 800,000 active physicians in the United States and more than 50 percent of them are owners of their own practice. If…