Top Tier Wealth Management for Successful Physicians

Articles

Start Talking About Money. Now.

August 31, 2017

Be the guiding influence your children can trust.  Mike Sheffar, CLU, ChFC, CFP  It’s no secret that most families don’t…

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The History of Retirement: Retirement Planning for Physicians

June 29, 2017

By: Dave Somerville The concept of formal retirement was first developed in Germany in the 1880s. At the time, Chancellor…

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Don’t Short Change Yourself in Retirement: Retirement Planning for Physicians

June 29, 2017

By: Dave Somerville One of the most difficult questions ask regarding retirement is: “How much do I need to live…

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From the Saving Years to the Spending Years: Retirement Planning for Physicians

June 29, 2017

By Dave Somerville For most of our working life, we have been conditioned from the start in thinking about retirement…

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From Chaos to Clarity: A Financial Prescription for Specialist Physicians

March 6, 2017

Key Takeaways: ·        The biggest challenge physicians face today is the lack of financial expertise and time required to best ensure…

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From Resident to Physician: Smart Financial Moves for New Doctors

March 6, 2017

Key Takeaways: ·        Acknowledge that medical school doesn’t prepare you for managing your newfound income and assets. ·        Take a long-term view…

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Wealth Accumulation & Enhancement: A Financial Prescription for Specialist Physicians

March 6, 2017

Key Takeaways: ·       Getting a later start on your career does not put you at a disadvantage as long as…

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Words from the Wise: 5 Easy Steps for Long Term Success

March 6, 2017

We choose to start working with physicians when they are in the first 5 years of their medical career because…

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Striking the Right Balance: Financial Independence for Physicians

March 6, 2017

We all dream of a time where we no longer need to work to make money. But for physicians, because…

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Investing 101: An Introduction to Investing for Physicians

March 6, 2017

Key Takeaways: –         Investing is a key part of any overall financial plan. –         Your investment strategy should revolve around your goals…

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Does Investing in the Vancouver Real Estate Market Make Sense for Your Financial Future?

September 24, 2015

The Issue: Has the time finally come in Vancouver where investing in real estate is no longer as attractive an…

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