by Lauren | Jul 29, 2019 | Investing
Photo by rawpixel.com from Pexels Back in 2007 I worked for a large bank. One of my co-workers was a long-time bank employee – he had been through many mergers and he really believed in the capabilities and future success of the bank. One day he...
by Lauren | Jan 7, 2019 | Insurance
You finally finish residency or your fellowship and you sign on with a great medical group or large hospital. Or perhaps you’re mid-career, changing jobs, and wondering if you really need that private disability insurance policy still. As part of your benefits...
by Lauren | Nov 21, 2018 | Insurance
Are you being pitched a permanent life insurance policy? Perhaps your insurance agent is encouraging you to buy a small disability policy and combine it with a whole or universal life insurance policy. I know that no one really likes talking about life insurance....
by Lauren | Aug 24, 2018 | Planning Process
Have you ever worked with a Fee-Only financial planner before? You’re not alone if you answered “no” to that question. We work with many clients who have never worked with a financial planner and aren’t sure what to expect. Let’s dive into the details to give...
by Lauren | Aug 16, 2018 | Estate Planning
Are you in a committed relationship but not married? You have some unique planning considerations when it comes to retirement and estate planning. Let’s go through 5 “must-haves” to protect your partner. (This is not legal advice.) 1. Retirement Account Beneficiaries...
