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Personal Finance Resources

Financial Wellness for Healthcare Professionals

Residents & Students
Early to Mid-Career
Late Career & Retirement

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Finding the Right Advisor for You

What Is a Fiduciary Advisor, and Why Does It Matter?

Financial Planning for Physicians: Improving Your Odds, Part 2

Financial Planning for Physicians: Improving Your Odds, Part 1

Finding the Right Advisor for You

What Is a Fiduciary Advisor, and Why Does It Matter?

Financial Planning for Physicians: Improving Your Odds, Part 2

Financial Planning for Physicians: Improving Your Odds, Part 1

Finance 101

How the Stock Market Works

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The Fiduciary Standard of Care

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What is a Fiduciary Advisor?

Why does it matter?
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How to Work with a Financial Advisor

What should you ask?
Questions to Ask

Early to Mid-Career

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Residents & Students

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Late-Career and Retirement

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Schedule a Meeting With a Financial Advisor

Residents & Students

Compromise: Paying Bills and Tackling Spending

The Role of Life Insurance in Financial Planning

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Financial Planning for Physicians: Improving Your Odds, Part 1

Financial Planning for Physicians: Improving Your Odds, Part 2

Early to Mid-Career

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Passing the Torch: Estate Planning Considerations for Business Owners

SECURE 2.0 Offers New Incentives for Small Businesses

Watch: Retirement Stage of Life: Building Your Nest​

Family Philanthropy and the Next Generation: Keeping the Torch Alight

Late Career & Retirement

Ten Years from Retirement – What to Do Now.

Deciding the Best Time to Start Collecting Social Security Retirement Benefits

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10 Principles for Readying Your Business for Exit or Transition

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Retirement Stage of Life: Preparing to Retire

As you embark on this new phase of life, asset growth and preservation are equally important. You’ll also need to plan for health insurance, Medicare, and Social Security options while keeping up with the rising cost of living.

 

Presented by: Ted Rhinehart, AIF®, CPFA, QKA

 

Retirement Cash Flow Planning: Don’t Forget about Your House

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