By Sam Rouman Physicians have committed a significant amount of their life to their work.  They spend years educating themselves, tens of … [Read More...] about Financial Planning for Physicians and Delayed Gratification

By Lee Sherman One of the surest ways to maximize your retirement income is to limit your tax burden by paying those taxes now versus later when … [Read More...] about Intro to Roth Conversions

By Peter Mastrantuono Investment experts will tell you that the asset allocation decision is the most important investment decision an investor … [Read More...] about How Advisors Assess Your Risk Tolerance

By John Drachman While he makes a decent living as a marketing VP, Larry never considered himself rich. Then Covid-19 hit. Now, Larry’s company … [Read More...] about Putting Idle Cash to Work

By Thomas Kostigen One of the most popular story formats that you will read in the financial media is a list, sometimes dubbed a ranking. ‘Top 10’ … [Read More...] about Why Lists and Rankings Make Bad Investment Tips

By MyPerfectFinancialAdvisor Robinhood, the relatively new and very popular brokerage app that allows investors to buy stocks and fractional shares … [Read More...] about Get Phones and Other Advice for Robinhood

By Lee Sherman Owning a home is something that many consider to be a rite of passage. So, if you can swing it, wouldn't it make sense to pay your … [Read More...] about Pros and Cons of Paying Mortgages Faster

By Peter Mastrantuono One of the least discussed adjustments when transitioning to retirement is the individual journey from being a saver to … [Read More...] about How Savers Become Spenders

By John Drachman According to the Insured Retirement Institute (IRI), as boomers have grown closer to retirement age, their confidence in their … [Read More...] about Playing the Retirement Catch-Up Game

By Thomas Kostigen Special Purpose Acquisition Companies, or SPACs, are becoming all the rage in the investment community. They target investors … [Read More...] about Should You Invest in a SPAC?

By Sam Rouman Now that your child has gone off to college, you may be thinking your primary role is to pay the tuition, do laundry when they come … [Read More...] about Critical Documents for College-Bound Children

By Lee Sherman As the coronavirus pandemic continues to wreak havoc on US families, many parents are finding that kids who have left the nest are … [Read More...] about Tax Implications for Boomerang Kids