Estate Planning

As a medical professional, estate planning is an important part of protecting your assets. But many physicians delay estate planning until it’s too late, focusing instead on investments, taxes, and other more pressing financial matters. Having an estate plan in place is not just important for after you retire; it’s key to ensuring your assets […]

College Savings Accounts

The right college savings account will not only help you finance your child’s education; it will serve as an enticing benefit for your medical practice employees. While there are many different types of college savings plans available today, a 529 plan is the go-to choice for many parents and practice owners in the medical profession. […]