Category Archives for Financial Planning

Do I Need Long-Term Care Insurance?

It’s a fact that about 50% of people will have some sort of long-term care event in their lives—before or after retirement. According to the Administration on Aging, about 40% of people receiving long-term care today are between 18 and 64. It can happen to anyone, anytime. That alone makes deciding how to fund this […]

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Are you ready to make your dreams come true?

A couple of weeks ago I was thrilled to be invited to see the new kitchen at the home of two of my clients, both Partner Physicians who had invested much of their precious spare time into planning this major project. It was gorgeous. A beautiful island with a cooktop. A wrap-around bar. Marble tile floors. […]

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Teaching Inheritance Management To The Next Generation

Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]

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Meaning of Money: Measuring Investment Success

Dreams of financial prosperity and security spark a person’s desire to invest. It is necessary to keep that spark alive throughout the investment process, by adopting certain behaviors and mentalities that can optimize your efforts and effectively measure your success. In our latest podcast with Brad Kasper, president/CEO of LSA Portfolio Analytics, we learn more […]

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When planning for your financial future, shoot for the record!

Did you see the headlines last week? The Guinness Book of World Records crowned someone new as “the world’s oldest person.” A mother of five, Kane Tanaka was born in 1903 and married in 1922 at just 19 years old. Today, at the ripe old age of 116, she studies math and other subjects for […]

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Strategies To Maximize Your Social Security Benefits

Your decision on when to retire and when to start collecting Social Security Benefits can greatly impact your retirement.  People are generally living longer today than they did before, which causes them to choose to work longer and delay retirement to save more money.  The age and method on when to start claiming Social Security […]

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How to Maximize Your Retirement Savings

When planning for retirement, it is well known that the earliest you start saving, the better; however, it is never too late to get started and, even if you started late, there are some steps you can take to maximize your savings and the odds of being in good shape at retirement. Below are a […]

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Is it time to hire a Financial Advisor?

This is a question with as many answers as there are people to ask it. I usually recommend considering this option when a KP physician’s retirement assets and savings match one year of income. If you’re nearing this point, it’s probably time to consider whether or not you want to spend a few hours a […]

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The Importance of Financial Planning

Financial Planning is an important component for everyone’s financial life. It is the key to achieving financial freedom and helps you see the “big picture,” when it comes to setting long- and short-term life goals and being on track to achieve them. A proper financial plan outlines your personal circumstances, objectives and risk tolerance; it […]

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To Retire With Confidence, Have A Plan

If you want to retire with confidence, have a plan. “As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning,” said Larry Stein, CFA, author of Peace of Mind Investing. “Retiring with confidence is to develop a plan that makes sense, executing it, […]

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Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.