Dollar Cost Averaging

By Noel Roach “There is simply no telling how far stocks can fall in a short period… your mind may well become rattled by scary headlines and breathless commentary. And an unsettled mind will not make good decisions.” – Warren Buffett, Berkshire Hathway 2017...

Maximizing the New 20% Pass-Through Deduction

By Terry Westlund, Co-Founder Note: This post was updated to reflect 2024 numbers. Remember the big hub-bub about tax reform at the end of 2017? The new rules included a significant change that benefited many independent contractor physicians (those with 1099 income)....

Life Insurance 101

By: Noel Roach The inevitability of death is never fun to talk about. However, to ensure a well-thought-out financial plan, you must take the time to consider what will happen to your finances when you (or your spouse) pass away. Life insurance should especially be a...