The Barracuda and the Limits on Your Marketing Success

A few years ago a marine biologist conducted an experiment by placing a barracuda into a small tank and then adding some small bait fish. As expected, the barracuda quickly devoured the smaller fish. Then the researcher inserted a piece of clear glass into the tank, creating two separate sections, with the barracuda on one

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Year-End Planning Checklist

We are now in the final three months of the decade. Every year we like to present a list of year-end tasks everyone should cross off their checklist. This time of year presents the perfect opportunity to review and possibly adjust your financial planning strategies. You should update your accounts and check in on where

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Term Life Insurance: Temporary and Cost-Effective Coverage

Term life insurance can be a useful tool to ensure that some or all of your family’s financial goals can still be met if you or your spouse was to die prematurely. For example, most people who own a home with a mortgage should consider an insurance policy that equals the length of the mortgage.

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Trust Basics: Make Sure to Transfer Assets

Trusts are frequently used in effective estate planning to provide management of assets as well as minimize probate expenses and estate taxes.  Despite their apparent complexity, trusts can be extremely useful in many aspects of planning your estate. To thoroughly understand trusts, you need to know the various roles of the parties affiliated with the

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3 Marketing Trends to Consider

Healthcare marketing is moving target. What you did yesterday, will probably beineffective today or tomorrow. If you put content on your website and it isn’t revised ornew content added, you will find visitors looking elsewhere for their healthcareinformation.In the recent past we were focused on patient satisfaction and online reviews as anecessary ingredient of our

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Why “I Dos” Need to Include Financial “We Shoulds”

The marriage process, regardless of age, requires careful thought about a number of financial situations a couple will likely face. With financial disagreements being a leading cause of marital discourse, why not tackle certain issues ahead of time? This may include reaching out to your financial planner and other legal and tax advisers well in

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6 Things All Doctor Websites Need

Of course, all doctor websites are going to be different. Some are suited for before-and-after photos, while some are primarily focused on showing their compassionate care. Every website has different branding and features, depending on what they’ve invested in and what patients need. But there are some things that all doctor websites should have. If

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Target Date Retirement Funds: Great for Some but Not All

Target date funds have become quite popular, and many physicians have them as available investment options in their employer sponsored retirement accounts such as their 401(k)s and 403(b)s. The first Target Date fund was introduced in 1994 in response to retirement plan participants’ relative lack of knowledge about investing and how to approach managing their

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Start Saving Early to Take Advantage of Compound Interest

Many physicians have very ambitious retirement income goals. If you hope to reach those goals, comprehensive financial planning is critically important. There are many different areas that will need to be shored up; emergency fund, disability insurance, life insurance (if you are planning for yourself and a spouse), tax planning, and an investment strategy just

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