Financial planning blog

Timely and free financial planning advice

June 27, 2023

Password Tips for Better Cybersecurity

Read this Periscope for a quick summary of tips about how to create secure passwords that you will remember, and bad guys cannot hack. Use a password software. A password software is one place where you store all your passwords. This way, you only need to remember one password–the one you need to get into...

Joyful older couple celebrating together

June 13, 2023

3 Steps to Choosing a Medicare Plan

Read to learn how we simplify the complex decision of choosing a Medicare plan. Also check out our Healthcare Costs in Retirement and Health Insurance and Healthcare Expense Management. You have three big decisions to make: Age 65, start Medicare Part A (even if you do not plan to use Medicare yet). When you are...

Podcast on real estate investment advice

June 13, 2023

Episode 80: Facilitating Important Family Conversations (Part 2)

Facilitating Important Family Conversations Part 2 Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill continue to interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. Legacy is often discussed but rarely acted upon. Shawn shares some of the history of legacy conversations:How Shawn got into the business, and created...

June 7, 2023

Social Security Bend Points

Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...

Overview of tax changes in 2022 from Assets & Income

June 1, 2023

Top Tax Deductions for Doctors: Save More, Stress Less

As a doctor, you dedicate your time and expertise to caring for your patients’ health and well-being. But amidst the demanding nature of your profession, it is essential not to overlook the financial aspects of your practice. By taking advantage of the top tax deductions available to doctors, you can save more money and stress...

June 1, 2023

Comprehensive Malpractice Insurance for Doctors: Ensuring Protection and Peace of Mind

As the healthcare landscape continues to evolve, doctors face numerous challenges in their practice. One such challenge is the potential risk of medical malpractice lawsuits, which can have devastating consequences on a doctor’s professional and personal life. Comprehensive Malpractice Insurance for Doctors serves as a crucial shield against these risks, offering financial protection and peace...

Making a Real Estate Investment Decision

June 1, 2023

Investing in Real Estate: Advantages and Disadvantages for Long-Term Wealth

Many individuals are seeking ways to secure their financial future and build long-term wealth. One avenue that can be a lucrative investment option is real estate. This article aims to explore the advantages and disadvantages of investing in real estate for long-term wealth accumulation. By understanding the intricacies of this market and its potential benefits...

Millennial woman practicing smart money habits

June 1, 2023

Ten Smart Money Habits for Millennials with FAQs

10 smart money habits for millennials starting out, with frequently asked questions and answers.

Couple using a wheelchair, symbolizing accessibility and mobility

June 1, 2023

Healthcare Costs in Retirement: Planning for Medical Expenses

Retirement is a time of relaxation and enjoyment after years of hard work, but it also brings new challenges, particularly when it comes to healthcare costs. As we age, medical expenses tend to increase, and without proper planning, these costs can quickly become a burden. In this comprehensive guide, we will explore the various factors...