(Need to use your CME funds before the end of the year? Get tickets now to the Physician Wellness & Financial Literacy Conference being held virtually the first week of March. I will be giving 2 lectures you don’t want to miss.) (Remember to contact me if you are interested in one of the 12 … Read more
(Need to use your CME funds before the end of the year? Get tickets now to the Physician Wellness & Financial Literacy Conference being held virtually the first week of March. I will be giving 2 lectures you don’t want to miss.) Each week I run into a few articles that I feel are especially … Read more
(Need to use your CME funds before the end of the year? Get tickets now to the Physician Wellness & Financial Literacy Conference being held virtually the first week of March. I will be giving 2 lectures you don’t want to miss.) Each week I run into a few articles that I feel are especially … Read more
As more people move toward becoming debt free, there comes a time when they must choose which debt to pay off next. Often the last two debts are their home mortgage and the mortgage on a rental property. The home likely has a lower interest rate and is often the larger loan. The best way … Read more
It appears that Joe Biden will become the next President of the United States in January. He has already stated many of the things he plans to do during his term. Some of those things will have direct financial impact on us. Biden has stated he wants to cut costs for the low and middle … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include pay off debt or invest, real estate as a post medical career, does specialty choice make … Read more
I saw a recent conversation on social media where someone stated that he only had a few years left on his home mortgage, so there wasn’t much interest left to pay. Because of this he felt it was far better to pay out the mortgage as scheduled and invest his money for a higher return. … Read more
One of the first things I do with my financial makeover clients is set up a spreadsheet, tailored to them, to track their net worth on a quarterly basis. This program is set up to be used for the rest of their lives on my proprietary Excel spreadsheet. I have used this program to track … Read more
We learn a lot of what shapes our lives during our teenage years. As a teen I was an entrepreneur. I mowed lawns, baby sat, taught piano lessons, played guitar and sang in a rock band, helped my grandparents repair their rentals, and even raised money for worthy causes. Mowing lawns, real manual labor, taught … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include the right way to think about debt, tips on communicating with your children, defeating the non-compete … Read more