The holiday season is upon us and people around the country are preparing for their last big travel excursion for the year. With that in mind, we hope that you will take a moment to review this Holiday Travel Checklist (and check it twice) before you embark. Plus, we have... Read more →
It’s that time of year again. Holidays, family meals, presents and Long-Term Care Awareness Month. That’s right. November is Long-Term Care Awareness Month. Long-term care, and particularly long-term care insurance, is one of the most important components of a person’s financial portfolio, and yet it is one of the most... Read more →
Life is unpredictable, but you and your loved ones can be prepared for the inevitable regardless of the “hows” or “whys”. Life insurance is increasingly important to protect the financial security of dependents, yet there are so many who have little or no coverage. According to the most recent 2019... Read more →
Being a pet parent has its benefits, but it also has its costs, which don’t always occur to us before adopting. Consider the total cost of dog ownership or cat ownership beforehand so you can prepare and be a more awesome pet parent. Unexpected Costs We’ve laid out some costs... Read more →
June 16th marks 2019’s Father’s Day - a national holiday to celebrate fathers and their contributions to their families. These occasions also provide a time of reflection on family and how to better plan for the future in order to protect yourself and your loved ones financially. A part of... Read more →
We talk often about the importance of life insurance. Proper life coverage guarantees that the policy holder’s loved ones receive enough financial compensation to cover leftover debt, medical costs, and any final expenses. And it’s a supplement to help keep the family afloat financially without the policy holder’s income or... Read more →
It is commonly said that the eyes are the window to the soul. While the jury is out on whether or not that is true, it is a fact that your eyes can be a window to your health. Having regular eye exams and getting the right corrective eyewear is... Read more →
When a student prepares to enter college, they, and their loved ones, typically are thinking about the future. Higher education can open up a new world of opportunity for students of all ages and backgrounds. With this hope for a new career, and hopefully higher paycheck, in front of them,... Read more →
It’s time to get on track! In order to live within your means, you have to know what your means are. We mentioned a spending plan (or a budget) on the last page, so let’s talk about what that actually looks like. The hardest part, but also a crucial first... Read more →
You spend years studying and thousands of dollars to help children with their physical and mental well-being. But have you taken the time to assess your own financial wellness? The Section on Pediatric Trainees (SOPT) and the Section on Early Career Physicians (SOECP) are pleased to promote the annual American... Read more →