Resources
Employee Stock Ownership Plans for Executives
Tips to navigate suitability within the context of financial planning strategies. Employee Stock Ownership Plans (ESOPs) have emerged as a popular mechanism for companies to foster employee ownership and align the interests of employees with those of shareholders. For...
Understanding Today’s Private Health Insurance
In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, private health insurance...
The Role of AI in Investing and Financial Planning
As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions has undoubtedly revolutionized the...
Why India is NOT The New China
Investing in India: Navigating the Unique Landscape Beyond China's Shadow. In the realm of global investments and manufacturing, India has emerged as a compelling alternative to China. Boasting a population that surpassed China's last year and a youthful demographic,...
Trusts
Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to you and your family.
Should You Treat Your Kids Equally in Your Will?
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will? While...
Investing Your Time vs. Spending Your Time:
The same principles to investing money apply If I asked you how you spend your money, you could answer with a decent amount of precision (and maybe some embarrassment). But if I asked you how you invest your money, your answer would be very different – because...
Reducing Financial Stress:
The Importance of Employee Financial Wellness Programs Employee financial wellness programs are important for a number of reasons. First and foremost, they help employees manage their finances and reduce financial stress, which can have a significant impact on their...
What to Expect When Working with Your Estate Planning Team
Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...
Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.