Real Estate & Financial Planning
In this article, we will focus on the different forms of real estate ownership and how it can become complicated in the area of Financial Planning.
Financial Consultant Must-Know: Real Estate – An Overview
An overview of a series of articles gathered & tailored for financial consultants to learn about real estate and how it is related to financial planning.
Don’t Overlook The Importance of Succession Planning for Your Medical Practice
A detailed succession plan, crafted in advance and with the advice of a financial planner can help preserve and enhance the value of the practice for medical practitioners, as well as reduce unnecessary legal and financial issues that can arise during transition of ownership.
What Should I Know if I Join Private Practice?
There are many paths open to medical practitioners, whether they prefer to stability of being employed, or the freedom of being self-employed. It take a good business plan to map out a successful journey!