This checklist covers 28 of the most important planning issues to identify and consider when going through a divorce, including:
Blog Posts
Checklist: Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?
There continues to be an increase in fraudulent and criminal activities that trap unsuspecting individuals into loss. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through common threats and scams, and works to help you remain informed to actively protect your identity and assets.
The FIRE Retirement Method
If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward...
The FIRE Retirement Method
If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward living a work-optional lifestyle. In this article, we will discuss what FIRE is and whether or not it may be right for you.
Spring Cleaning Your Finances
By Marc Shaffer Spring is here – the time of awakening and starting fresh – hence the reason we also start to think about spring cleaning. Now typically, this could mean tidying a garage that was stuffed with all the yard items from last summer or scrubbing areas of...
Spring Cleaning Your Finances
By Marc Shaffer
Spring is here – the time of awakening and starting fresh – hence the reason we also start to think about spring cleaning. Now typically, this could mean tidying a garage that was stuffed with all the yard items from last summer or scrubbing areas of our house we often ignore. But now would also be a great time to think about spring cleaning your finances.
Are you ready to rethink some budget items, get your affairs in order and start fresh for the rest of the year and beyond with a spruced up financial focus?
Interesting Financial Questions New Physicians Ask Their Financial Advisor
By John Fales The financial demands on your life as a doctor will be unique in every stage of your career. From your education to residency, first years to a seasoned career, and career closure to retirement, a financial plan can guide you through a fulfilling...
Countdown to College – Steps to Consider Each Year of High School
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Additionally, the earlier you consider how you expect to pay for college costs, the better.
Today, the average college graduate owes $28,950 in debt, while the average salary for a recent graduate is $55,360.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.
Interesting Financial Questions New Physicians Ask Their Financial Advisor
By John Fales
The financial demands on your life as a doctor will be unique in every stage of your career. From your education to residency, first years to a seasoned career, and career closure to retirement, a financial plan can guide you through a fulfilling career in medicine and help build your legacy.
Here are some questions we often hear from residents and new physicians:
The Stress of Financial Infidelity on a Relationship
By Dena Fischer
Financial Infidelity is a term popping up more in conversation these days. As someone who experienced financial infidelity at one time in my life, the term may be new to me, but I’m now realizing it’s not so uncommon and I wasn’t alone.
What exactly is financial infidelity?
The common definitions are hiding money, lying about income or debt, or trying to hide out of control spending from your partner. With or without malicious intentions, you are deceiving your partner about financial practices and money habits. All of these can destroy trust in a relationship and once lost, just like physical infidelity, it is very difficult to rebuild that trust.
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