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Transitioning to Practice: You’re Making Money! Now What?
You’re finally making the move from residency and transitioning to practice. Connect with an advisor who works with physicians before signing your next contract.
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Trump Accounts are Now Live
Trump Accounts are now live. Learn about the $1,000 federal contribution, eligibility, contribution limits, taxes, investment rules and how they compare with 529 plans.
Graduated… Now What?
The good news? You’re not stuck, and you’re certainly not out of options. In fact, recent updates have made 529 plans more flexible than ever. The key is understanding your choices and how each one impacts your long-term financial picture. A Quick Refresher: Why 529 Plans Matter A 529 college savings plan is designed to … Continued
Spring Cleaning Your Finances
Spring cleaning isn’t just for closets and garages; it’s also one of the best times to reset your finances. Here’s how to give your financial life a clean start this season.
Middle East Tensions & Market Impact
One of the most immediate market reactions has been in energy. Oil prices have risen as investors assess the possibility of supply disruptions, particularly around the Strait of Hormuz, a critical global shipping route for energy. At the same time, we’ve seen a familiar “risk-off” response: short-term equity volatility and a stronger U.S. dollar as … Continued
Middle East Escalation and Your Portfolio
Energy infrastructure, shipping lanes, including the Strait of Hormuz, and key regional facilities have been impacted.[i] The Strait of Hormuz alone handles roughly one-fifth of global oil shipments, which explains why energy markets reacted almost immediately. Oil and natural gas prices have risen sharply on fears of supply disruption. Energy and defense-related stocks have strengthened, … Continued
Marriage and Finances
During National Marriage Week, we take a look at how couples can balance their marriage and finances through clarity and long-term intention.