Many individuals and couples retire before they want to start collecting Social Security. They would rather wait to maximize their Social Security benefit. To do this, they need to find ways to fund their lifestyle while they wait to reach age 70 when their Social Security benefit is maxed out. There are many ways you …
Over time, economic and political climates change, causing investors to question their current investment philosophy. We are certainly in one of those environments right now. Investors are asking themselves if the investment strategy they’ve been using is truly the right one for them. Physicians, like all investors, constantly strive to achieve attractive returns in their …
Modern Portfolio Theory Remains the Preferred Investment Strategy Read More »
In an effort to support U.S. businesses and families, on March 27th President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The bill was extensive and wide reaching. Here are the most important aspects of the Act seniors should know: – Payments of $1,200 (single/head of household) and $2,400 (joint …
We are now in the final three months of what has been a difficult 2020 for many. 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 …
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