Category: Articles

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

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

By: Dave Somerville One of the most difficult questions ask regarding retirement is: “How much do I need to live on?”. That’s the million dollar

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

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

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

Key Takeaways: ·       Getting a later start on your career does not put you at a disadvantage as long as you have a plan. ·       Wealth

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