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, October 10, 2019

"I am often asked the question, “Is it better to pay down debt or invest?” It is uncanny how often this question comes up. This question is asked as if those were the only two options to choose from. I never hear...


Friday, October 4, 2019

Sorry I missed Thoughts on Thursday yesterday, but here are some Facts on Friday that I find very compelling and I hope you do too!


Thursday, September 26, 2019



Thursday, September 19, 2019

It seems as though every where I turn lately, someone is being diagnosed with cancer. So when looking for an idea for Thoughts on Thursday this week, the article below written by Christopher Johnson really hit close to home. What are...


Thursday, September 12, 2019

Take a minute to watch my video below and make sure you click on the link for some very helpful information on inverted yields in the market.


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Friday, September 6, 2019

Do you know what holidays are celebrated today? National Food Bank Day - Did you make your donation? National Lazy Mom's Day - Uhh...yeah right! There is no way that exists. National Coffee Ice Cream Day - Sounds like a good dessert...


Thursday, August 29, 2019

This past weekend we had our annual fantasy football draft (make sure you ask Jason who won last season) :). In both fantasy football and investing, you never know what the outcome is actually going to be, you just have to go based on...


Friday, August 16, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: 529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college! Starting a retirement...


Thursday, August 8, 2019

Watch my video below to see how I got dabbed and how you can avoid getting dabbed as well!


Thursday, August 1, 2019

If you conducted a poll today, how many of your patients would say they have stopped taking a medication you prescribed or lowered the dose due to an advertisement they saw? Check out my video below of my thoughts on this matter and...


Thursday, July 25, 2019

"Creating a core curriculum adds direction to your life and career. Once outlined, it aids in the decision-making process as opportunities arise."


Thursday, July 18, 2019

Sending your child off to college can be an emotional time, but taking care of these things before they go can take a lot of the anxiety out of the mix. If you have a child going off to school, I would love to hear about it! Where are...


Thursday, June 27, 2019

Since Jason is living his best life in Europe right now, I figured traveling abroad and finances would be a good topic for Thoughts on Thursday today. According to US News, here is a checklist of everything you should know for...


Thursday, June 20, 2019

I know for many of us who live on the Gulf Coast, or anywhere in the southeast, it has felt like summer for many months now. Tomorrow is the actual first day of summer and I have researched some ideas to beat the heat of summer...


Thursday, June 13, 2019

If you won the lottery today, would you still go to work tomorrow?


Thursday, June 6, 2019

How do we get insurance companies out of the business of practicing medicine and reinstate the physician-patient relationship.


Thursday, May 23, 2019

Some people think they should keep finances out of family conversations when in reality, it is very important for families to talk about finances. Do you have your will in place? Do your kids have a college fund? Do you have...


Thursday, May 9, 2019

It is important to take the time out of your busy day to reflect on yourself.


Friday, May 3, 2019

I thought I would change things up a bit this week and show you how I am spending my Friday here in Gulf Shores.


Thursday, April 25, 2019

I was having trouble finding something to be excited about to write for the blog today while Jason is out of town, and then the draft came on. I found an article written by Andy Uhler about how the NFL draft is like picking stocks......


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!


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.