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Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor Thumbnail

Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor

As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.

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Code Name: Monte Carlo Thumbnail

Code Name: Monte Carlo

Monte Carlo tools test the probability that your financial plan will do what it is designed to do by simulating thousands of scenarios. Each scenario is run by modulating inputs, such as returns, cash flows and inflation, to give a range of possible outcomes. Outcomes can then be graphed to show you and your advisor the likelihood of reaching your investment goals.

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Relief for Retirement Account Owners Thumbnail

Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners and/or beneficiaries.

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