Getting Hitched? Take these Financial Steps
February 2nd 2016If you’re planning on tying the knot soon, chances are you’ve ironed out the big questions, such as whether or not you plan to have kids, where you will live, and which household chores each of you despise less than all the others. Getting on the same financial page is important, too.
What an Interest Rate Increase May Mean for You
December 15th 2015The Federal Reserve, which sets short-term interest rates, is set to increase those rates tomorrow for the first time in a long time. Let’s take a look at what’s behind the likely action and what it may mean for your investment returns, mortgage rates, and the overall economy.
5 Tips for Entertaining over the Holiday Season
December 10th 2015Entertaining can be anything but entertaining. How many of us stress ourselves out about planning and hosting a great holiday gathering, to the point where we can’t enjoy our own party? This year can be different! I present to you five foolproof tips for having more fun at your own holiday gathering being this year.
Are You the Meat of the Financial Sandwich? (Part 2)
December 4th 2015Many Baby Boomers and those in the generation immediately following them will be joining a club called "the sandwich generation," which is characterized by caring, in part, financially, for both their own children and their aging parents. Here, we'll look at three aspects that may not spring immediately to mind, but could play a large role in your success in navigating these difficult waters.
Spotting Advisor Malfeasance Part 2: Watch for These Red Flags
November 3rd 2015Working with an advisor is a good solution for many physicians. But as with all things investing, there are some things to monitor that may help you assess whether the professional you're working with is the right professional for you.