by lportee53 | Nov 14, 2024 | Blog
From Subsidized to Snowball: Smart Strategies to Tackle Every Type of Student Loan Student loans play a vital role in helping millions achieve their educational and career goals, but they often come with long-term financial commitments. As graduates enter the...
by lportee53 | Nov 7, 2024 | Blog
SEP IRA: Because Even Doctors Deserve a Retirement Plan That Doesn’t Require a Pager! A Simplified Employee Pension (SEP) IRA offers significant benefits for doctors who work as independent contractors or have no access to an employer-sponsored 401(k). As a retirement...
by lportee53 | Oct 22, 2024 | Blog
Fast-Track Strategies for Young Doctors to Reduce Student Debt Becoming a doctor is a noble and rewarding profession, but the fi nancial burden of medical school can be overwhelming. Many young doctors graduate with signifi cant student debt, often exceeding $200,000....
by Alicia Allen | Jul 11, 2024 | Blog
Author: Josh Pennington Essential Steps in Estate Planning: Safeguarding Your Legacy Estate planning is a crucial process that ensures your assets are distributed according to your wishes and minimizes potential conflicts among your heirs. While it may seem daunting,...
by Alicia Allen | May 31, 2024 | Blog
Author: Josh Pennington Comparing CDs vs. Annuities: Understanding the Benefits and Risks for Financial Stability Fixed Indexed Annuities (FIAs) and Certificates of Deposit (CDs) are two popular financial instruments known for their stability and predictable returns....
by Alicia Allen | May 21, 2024 | Blog
Author: Josh Pennington In today’s landscape of financial planning, high-income earners face unique challenges when it comes to securing their retirement. Traditional retirement vehicles may not offer the flexibility, tax advantages, or growth potential desired...
