Reading Time: 4 minutes It’s common to see the merits of employer paid life insurance to be overestimated by the working population. In this article, we decipher the commonly misheld beliefs and provide clarity as to the differences between employer and private life insurance, how much is enough, and what to do if you need to cover the gap. […]
Is the life insurance provided by my employer enough? Read More »
Reading Time: 3 minutes Many 401(k) plans hold target date funds as a way to help their employees accumulate funds for retirement. However, as the fund approaches its end date, what is the investor to do? Let’s talk about one particular case, the 2030 target date fund, in this blog. Before we get into the blog, we are financial
I’m invested in a 2030 target date fund – help! What do I do when it matures? Read More »
Reading Time: < 1 minute With recent CPI reports showing a more favorable view, many are questioning if inflation is a relic of the past or if high prices will continue to be a “thing” in 2023. We’ll explore this topic in our February newsletter. While the future can never be predicted, we believe it is likely that we’ll see
It’s 2023 – is inflation still a “thing?” Read More »
Reading Time: 4 minutes In late December 2022, the SECURE Act 2.0 was passed as a part of a $1.7 trillion omnibus spending package. The Act has a litany of provisions impacting Americans – too many to cover in depth in one blog post. That is why we are breaking down the Act’s impact into four parts – what
What the SECURE Act 2.0’s passing means for YOU! Read More »
Reading Time: 3 minutes Happy New Year! In this newsletter we are going to recap 2022 economic news and highlight the most salient themes for investors. Let’s start with a look at what the major indices have done. 2022 started on the heels of a 2021 bull market whose rally had not yet died out with the turn of
Reading Time: 6 minutes It’s very common for us to get questioned about whether or not a retiree can get a mortgage. Some retired people feel stuck; they want to change their housing situation, but are worried about not being able to get the financing. Don’t despair! The good news is that it is possible. In this blog we’ll
I’m retired. Can I still get a mortgage? Read More »
Reading Time: < 1 minute Happy holidays and please enjoy our final newsletter of the year!
December newsletter Read More »
Reading Time: 3 minutes Markets are volatile, inflation hasn’t gone away, and geopolitical instability is still a “thing.” Is there a safe asset where you can park your money? Let’s talk about Treasury Bills whose appeal seems to have risen like the phoenix from the ashes lately. We’ll talk about: Before we get into the blog, we are financial
Are Treasury Bills the safe asset of 2023? Read More »
Reading Time: < 1 minute This month we seem to be getting a great deal of questions about giving to charity in a down market, and we’ve answered them in the newsletter below. If you have questions for next month, please send us a note! Should you change your gifting when the stock market is down? This is a matter
Charitable Giving in a Down Market Read More »
Reading Time: 4 minutes As a private practice psychiatrist, you wear many hats: you’re a physician, a counselor, a business owner, and a person who goes home and goes to sleep at night. However, there is little attention paid to the concept of what saving for retirement looks like for a psychiatrist, which is the subject of this article.
A guide to retirement for private practice psychiatrists Read More »
