Traudy F. Grande, CFP

Conducting a thorough financial examination may help clinicians to see their finances as clearly as their patients see the world after cataract surgery.

Financial experts point out that what you don’t know you don’t know can hinder you.

No one should ever have to choose between quality health care and preserving money, especially for those we love or for ourselves.

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.

Goal-based retirement planning is different from longevity planning.

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.