You’ve done what seems impossible to others. You started a business, built it up, and now things are clicking along. There are still challenges (that’s what keeps it interesting) but you know you need to focus some of your energy on your personal financial picture....
Let’s be honest, you’re really good at your job. You wouldn’t have gotten to where you are if you weren’t. That doesn’t mean it’s been easy. You’ve likely dealt with conflicting expectations more often than your co-workers, handled competing demands at work and at...
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...
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...
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....
