ARTICLES


  • The Traits of a Good Investor and How Women Can Make the Most of Them

    The Traits of a Good Investor and How Women Can Make the Most of Them

    Erin M. Burke |
    • Personal Investment
    • Savvy Women
    • Women Of Sva
    | 8/15/2017
    Equip yourself with the knowledge and expertise to manage your own money.
    Read more
  • a retirement income roadmap for women

    A Retirement Income Roadmap for Women

    Maureen Hansen |
    • Savvy Women
    • Individual Retirement
    • Financial Planning for Physicians
    | 8/9/2017
    More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Whatever your goal, you'll need a retirement income plan that's designed to support the retirement lifestyle that you envision.
    Read more
  • investing as a couple: getting to yes

    Investing as a Couple: Getting to Yes

    Teresa Brooks |
    • Savvy Women
    • Personal Investment
    • Financial Planning for Physicians
    | 8/1/2017
    In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn't always work that way, though. Here are some tips to make that process go smoother.
    Read more
  • top 10 reasons to use a corporate trustee

    Top 10 Reasons to Use a Corporate Trustee

    Tammy Parks |
    • Trust and Estate
    | 7/27/2017
    Here are the top 10 reasons you should rely on a corporate trustee to manage the transition of your estate to a beneficiary.
    Read more
  • student loan debt it isn

    Student Loan Debt: It Isn't Just for Millennials

    Nathan Cowen |
    • Financial Planning for Physicians
    | 7/20/2017
    The fastest growing segment of the student loan market isn't what you'd expect.
    Read more
  • Four Numbers You Need to Know

    Four Numbers You Need to Know

    Christopher Thomas |
    • Individual Retirement
    • Financial Planning for Physicians
    | 7/12/2017
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.
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  • Are You Ready to Retire?

    Are You Ready to Retire?

    Debbie Oswald |
    • University Advisory Group
    • Savvy Women
    • Individual Retirement
    • Financial Planning for Physicians
    • Contemplating Retirement
    | 7/6/2017
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
    Read more
  • What Is an ERISA Fiduciary?

    What Is an ERISA Fiduciary?

    Sean Cote |
    • University Advisory Group
    • Individual Retirement
    • Business Retirement
    | 6/28/2017
    Do you know what an Employee Retirement Income Security Act (ERISA) fiduciary does? Find out here.
    Read more
  • is it wise to trade your pension for a lump sum

    Is It Wise to Trade Your Pension for a Lump Sum?

    Brett Christensen |
    • Tax Planning
    • University Advisory Group
    • Individual Retirement
    • Financial Planning for Physicians
    | 6/22/2017
    Are you not sure whether you should take the lump sum over your monthly pension? Let us lay out the pros and cons for you.
    Read more
  • tax benefits of homeownership

    Tax Benefits of Homeownership

    Keith Kuzera |
    • Individual Retirement
    • Personal Investment
    • Tax Planning
    | 6/19/2017
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. What are those benefits?
    Read more

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