Traudy F. Grande, CFP


The sword and shield of investing

There are strategies you can implement to protect part of your portfolio against downside moves. This is like having a sword in one hand and a shield in the other.

Planning for a retirement from ophthalmology: Concept vs reality

Goal-based retirement planning is different from longevity planning.

What can we learn from COVID-19?

Which retirement plan is right for your practice?

December 01, 2015

If you own a small business (such as a medical practice), many retirement plan alternatives are available to assist you and your eligible employees with retirement planning. To make an informed decision on which plan is right for your practice, review the differences carefully before choosing.