My Statement of Financial Purpose
Everyone needs a Statement of Financial Purpose. But what exactly is it and why is it important?
Everyone needs a Statement of Financial Purpose. But what exactly is it and why is it important?
Tax Planning is critically important for high-income earners, which is pretty much every physician. Here I highlight some reasons why and also why most advisors ignore tax planning.
I had a day to remember. Everywhere I turned I was treated like a prospect. It was awful.
Another quarter is in the books. Let's look at some market and market-related highlights.
There is a different type of Three-Legged Stool for high-income earners. Here I share some thoughts.
Someone asked me recently why I cater to physicians within my practice. Here is a quick explanation why.