December 19th 2024
What happens with future rate cuts will go a long way toward determining what happens in the stock market
December 16th 2024
Cryptocurrency may be appropriate for some, but older Americans should put most of their money in “boring” assets like bonds, guaranteed annuities, bank CDs and perhaps dividend-paying stocks.
December 11th 2024
Act now to ensure you won’t run out of money. Annuities can help.
December 4th 2024
Physicians are high earners, but their professional careers begin later than most, so early action can yield long-term financial security.
November 25th 2024
Long term, stocks are far superior to bonds
The September rate cut signals the beginning of a cutting cycle that’s likely to bring down most interest rates in the U.S. economy.
5 financial moves EVERY new attending physician should make
3 cornerstones young physicians need for a strong financial foundation
5 things you may not know about annuities
They’re more varied, flexible and cost-effective than most think
In retirement, what’s more important – health or wealth?
Report highlights the interplay between health, wealth, and retirement satisfaction
Why this strong bull market may get even stronger
Remarkably, the bull market has kept running strong amid sustained high rates.
Should you handle your own retirement planning or work with a pro?
There are pros and cons to either approach
Retirement planning secrets for physicians
What you need to know to realize your financial dreams
Fixed indexed annuities can be great, but some agents make overly optimistic claims
The devil is in the details with these multifaceted products
Don't let volatility hurt your stock returns
Significant wealth from the stock market has been accumulated by people who don’t do anything most of the time.
5 key stock market themes to keep an eye on in 2024
What will the 2024 financial year hold for investors? Here are some predictions.
2024 shaping up as a time to reduce financial risk, especially for people in or nearing retirement
High rates on long-term savings vehicles, including fixed annuities, provide a timely opportunity.
Financial advice women physicians would give their younger selves
I asked other women physicians to share their financial mistakes and advice they would give their younger selves.
Roth IRA conversions: pros, cons and optimal strategies
Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.
Roth IRAs for physicians: 13 questions and answers
There are tools physicians can unlock to gain the financial benefits of a Roth IRA.