NEWS & INSIGHTS

A WEALTH OF KNOWLEDGE IN WEALTH MANAGEMENT

EMRA Resident Forum and ACEP15: Make the Most of It!

EMRA Resident Forum and ACEP15: Make the Most of It!

It happens in late fall and accelerates into spring: Graduating residents start to stress about the move into practice. Not the medical or professional transition; that is relatively easy. The stress starts with the EMRA Job & Fellowship Fair, progresses through opportunity and contract negotiation, and continues through the transition into...

It’s Never Too Early

It’s Never Too Early

Over the past 20 years, I have had the opportunity to work with thousands of different financial situations, encompassing many different practice and income models, as well as many different demographics. I don't claim to have “seen it all”, but I have certainly seen a lot. In all this time, two things remain true with saving and investing: I...

Radical Financial Gains

Radical Financial Gains

Disability Insurance, Retirement Planning, and Refinancing Student Loans April and May often lead to discussion regarding the subject of transition. Whether upgrading PGY status in June, or finally planning to break free of “house-staff living,” there are three topics that can contribute the greatest value to your future financial well-being. If...

What? I Have to Leave Residency? Planning for Your “Real World” Future

What? I Have to Leave Residency? Planning for Your “Real World” Future

It happens every late fall and accelerates into spring; graduating residents start to stress about the move into practice. Not the medical, professional transition — that is relatively easy. The stress starts at negotiation and continues through benefits enrollment. How much of a house can we afford? How much should we contribute to retirement?...

You Have Money Questions? We Have Answers

You Have Money Questions? We Have Answers

This time of year always prompts discussion regarding the subject of transition. As I visit emergency departments and medical groups throughout the country, there are three topics about which I consistently receive questions. Inquiring minds seem to want to know How to evaluate and purchase appropriate disability insurance How to plan for...