January 8, 2019

A Refund for Fun

It’s that time of year where people eagerly await the mailman to deliver their overly anticipated W2s. If you are one of those anxious W2 recipients, […]
December 18, 2018

Money in the Mirror

If you’re a doctor, I’m sure you get tons of questions from would be patients who ask a million and one questions about your professional opinion […]
November 24, 2018

Have you Been Exposed to STDs?

2019 is rapidly approaching and as the majority of the world shops for “Black Friday” and “Cyber Monday,” many are receiving the gift of “forever” and […]
September 4, 2018

You Need a Financial Advisor

It takes money to make money, is an old adage and in most cases, it holds true. Several of my colleagues and fellow financial advisors will […]
September 1, 2018

Do You Consider Yourself Rich, Doctor?

When you think of doctors and their money, what comes to mind? Doctors have long been revered and respected not only for their compassion and care, […]
September 1, 2018

The Passion of the Dollar

Do you think times have changed as far as what warms and satisfies the heart? Do we still follow our hearts blindly and pursue and chase […]
September 1, 2018

No Patience, and I Hate Waiting…

In a world where just about everything provides instant gratification, it can at times prove very difficult to wait for, well, anything. We have become accustomed […]
September 1, 2018

Your Tax Refund is an Epic Fail

As we usher out the old year and embrace the new, many are now starting to receive 1099s, W2s, and other tax related documents in order […]
September 1, 2018

Money Lessons From Kanye West

The ever vocal, Kanye West, seems to have done it again. This time making headlines for his recent Twitter rant laced with personal financial woes. It […]
Schedule Free Call