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Tag: advisor

Tax Planning Tips

If you haven’t already, now is the time to assess your 2019 tax situation. A few items you may want to consider follow: Penalties for

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Outlook 2015

Except during our periodic meetings with clients in which we parade out their recent and long term performance, I almost never get a question related

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Summer Reading

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be retiring in about 5 years

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Disability Plays No Favorites

As a physician, every day you see your patients suffering from unexpected injury or illness, which may require them to miss work that could substantially

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