The status of your retirement savings People, especially my physician clients, put off a retirement savings plan for a number of reasons. For many, retirement appears far enough away to not make it an immediate priority. Others don't think they are earning enough money to save for retirement. Some … [Read more...]
Important Fraud Reminders During the COVID-19 Crisis
Fraudsters are taking advantage of these uncertain times caused by COVID-19 by impersonating the CDC, SBA, IRS and other government and healthcare organizations. Whether you’re running a business or managing your personal finances, it is important to stay alert. Here are some helpful reminders you … [Read more...]
7 Financial Planning Issues New Physicians Must Grapple With – From the White Coast Investor
Sometimes, smart people simply aren’t aware of the financial issues they need to take care of. New physicians either need to do their own financial planning, or pay someone else to assist them with it. Doing it yourself will require the acquisition of a new body of knowledge and the … [Read more...]
Are you nearing retirement?
Many people nearing retirement do not confront the financial issues until it's too late in the game. The bad news is... financial planning is a process that is better when prepared with more time and planning. The good news is... it can start at any time in a person’s life – but the later … [Read more...]
AICPA survey – Top retirement fear: Running out of money
Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners. “This is a huge issue as people approach retirement, particularly with longevity improving and the length of time in … [Read more...]
Top retirement fear per the AICPA: Running out of money
Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners. “This is a huge issue as people approach retirement, particularly with longevity improving and the length of time in … [Read more...]