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We strive to provide you with useful information each week that will help you on your journey to financial freedom and a healthy wealthcare plan. To make sure you to stay up to date on new posts, subscribe to our regular updates. 

 

Thursday, April 18, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Retirement planning basics. What everyone should know about planning for retirement. Should you convert to a Roth account? With lower federal income tax...

 

Thursday, April 11, 2019

Fourth quarter 2018 was a hard quarter with anyone who has investments. Thankfully, first quarter 2019 has presented a significant recovery.

 

Thursday, April 4, 2019

I wanted to take a break

 

Thursday, March 28, 2019

As doctors, it is more important to budget rather than trying to keep up with the "doctor lifestyle" that is ingrained in our head.

 

Thursday, March 21, 2019

Do you make more than you spend? Then it is time for you to acquire a financial planner!

 

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Friday, March 15, 2019

Time slipped away yesterday as I was in and out of meetings all day, so we missed Thoughts on Thursday. No worries! Here is a Facts on Friday post instead. If you have any questions at all on Social Security, please do not hesitate to...

 

Thursday, March 7, 2019

"Prices will not change if the expected happens. It is the unexpected that causes prices to move."

 

Thursday, February 21, 2019

I found the link below and thought it was interesting and wanted to share it with you. Discipline

 

Thursday, February 14, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Planning your estate. Learn about ways to transfer wealth, minimize or avoid probate, and plan for the day when you are not able to manage your own...

 

Friday, February 8, 2019

"Markets have shown a remarkable ability to reward patient, long-term investors for staying invested. This is important, since most of us are investing for the long term."

 

Thursday, January 31, 2019

Who are you cheering for on Sunday? Are you hosting a party, going to a party, or do you not even care about the big game? Some people care about the Super Bowl so much, they spend a small fortune to see it in person.

 

Thursday, January 24, 2019

...but it isn't easy.

 

Thursday, January 17, 2019

Physician burnout is a widespread issue. Luckily, there are things that you can hand off to other professionals to take care of for you so you can ensure you are only doing what you love.

 

Thursday, January 10, 2019

"...just stop and consider what the practice of medicine was like even 20 or 30 years ago when doctors had the autonomy to make decisions on how they would conduct the practice of medicine and when the family doc actually knew his...

 

Thursday, January 3, 2019

It is important when it comes to your investments, that you "don't fall out of the boat." Take a look at the video below of me falling out of the boat while in Costa Rica and stay tuned for the video to follow to get my input on...

 

Thursday, December 20, 2018

I hope that all of you have a wonderful Holiday and a happy and safe New Year. I cannot wait to see what 2019 has to offer and look forward to talking to all of you then!

 

Friday, December 14, 2018

This is a very exciting issue of Eye On Money...especially with the dreaded tax season coming up! We invite you to check out the new issue of Eye On Money! Inside are articles on: Giving smarter. This article explores ways to make the...

 

Friday, December 7, 2018

I realize there have been several blogs lately about taxes. I am not trying to exhaust you with these, I just feel as though taxes are such an important part of not only financial planning, but life in general. If the government does not..

 

Friday, November 30, 2018

Do you know the difference between Investment Management and Financial Planning? It is important to be educated on what exactly an Investment Manager does versus a Financial Planner so you know what your expectations should be.

 

Thursday, November 15, 2018

We have worked hard here to bring many tools to help educate as many doctors as we can.

 

Thursday, November 8, 2018

Roth IRA's are not very well known, but they are very important to have in your retirement plan. See my video below to learn different ways to contribute to a Roth.

 

Thursday, November 1, 2018

As I am sitting here trying to figure out what to write about for the Thoughts on Thursday blog, my husband texts me and asks if we want to put in a certain player tonight for our fantasy football team. Then it dawned on me, how can...

 

Friday, October 26, 2018

Take a look at the link below my video. It is surprising and depressing the fact that 7 out of 10 doctors would not recommend healthcare as a profession. What is your outlook on this? Would you recommend healthcare as a profession to...

 

Thursday, October 18, 2018

It is important to not let your emotions overcome you when making investment decisions. Take a look at my video below, then click on the link for further reading.

 

Thursday, October 11, 2018

We invite you to check out the new issue of Eye On Money! Inside are articles on: Year-end tax planning. You may be able to reduce your 2018 taxes if you act soon. Several tax-minimization tips are presented here. For specific advice,...

 

Thursday, October 4, 2018

No matter what party we support in the government, I think we can all agree on one thing. We dread taxes. See my video below discussing future taxes and my thoughts on asset allocation.

 

Thursday, September 27, 2018

I took a quick video from my cruise to let you know what I have been up to. See below.

 

Thursday, September 20, 2018

To maintain peace in life, taking time to relax is always important. Because of that, I decided to let Jason take off for his Birthday (and all next week) so he and his beautiful wife of 25 years can travel to Europe.

 

Thursday, September 13, 2018

Just like you prepare for bad weather, it is also important to prepare for your future. This includes savings, insurance, and anything else necessary to ensure you are taken care of in emergencies as well as retirement. Our prayers...

 

Thursday, August 30, 2018

I have gotten this question a lot lately: should I sell my assets? See the video below for my answer and then check out the link at the bottom for some more clarification. Have a great Thursday!

 

Thursday, August 23, 2018

We all have many changes going on in our day to day life, but every change brings something new to be grateful for.

 

Thursday, August 16, 2018

Check out the new Eye On Money issue for tips on financial planning in your 50s and 60s, using 529 plans to pay K-12 tuition, how asset location can boost after-tax returns, choosing a donor-advised fund sponsor, and more!

 

Thursday, August 9, 2018

When it comes to the money you work so hard to make, there are six decisions to consider: how you earn it, how you spend it, how you save it, how you borrow it and how you protect it. Read the article below for more on this topic. If...

 

Thursday, August 2, 2018

 

 

Thursday, July 26, 2018

Good afternoon! The final chart of the four chart series that I wanted to share with you is in the link below my video. Take a look! I hope that you have enjoyed this mini-series of the 4 Charts Every Investor Should Know. See you...

 

Thursday, July 19, 2018

Not only is it important to follow the United States stock market, but it is vital to keep track of stock markets all over the world as well. This chart shows the ranking of stock market returns around the world based on ten year...

 

Thursday, July 12, 2018

I am back with Episode 2 of my "4 Charts Every Investor Should Know" series. Chart number two is the skittles chart. Enjoy my video below and make sure you click on the link under to be taken to the link associated with the video.

 

Thursday, July 5, 2018

Last week I said I was going to be doing a mini series over the next four weeks, but I came across this article and it really hit home for me. Take a look at my video and then make sure you click HERE for the article.