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05

April

What Advice would your future-self offer?

The American Medical Association (AMA) recently issued new benchmarking data aptly titled, U.S. Physicians’ Financial Preparedness: Retired Physicians Segment which helps answer just that question.  The Study was designed to understand the personal finance attitudes and behaviors of physicians, specifically from those physicians who have entered retirement.  However, physicians and non-physicians alike may glean useful […]

01

February

How to Choose the Right Financial Planner

Is one of your New Year’s resolutions to get your financial house in order? If so, you’re not alone: saving more money and other financial goals usually crack the top ten most popular new year’s resolutions. But having a goal is not enough. It takes time and consistent follow-through to make these dreams a reality. […]