Money Matters

Comprehensive analysis is key to plentiful retirement

July 30, 2017

For physicians with 15 or 20 years left to work before retirement, the planning is easy­­–as time is on their side. Adjustments can be made regarding savings rates, age of retirement, and future cash flow needs. When retirement is imminent within three years, the planning options are limited, and physicians must become realistic about what is mathematically feasible as far as generating sustainable cash flow to support their lifestyle. Here are some issues for physicians who are facing retirement within three years or less.

How to protect yourself against long-term care costs

March 11, 2017

One of the frequently asked questions in the financial planning discussion is: “How can I protect myself against the possibility of long-term health care expenses?” This subject is a concern for most Americans. A recent survey of over 10,000 affluent investors, conducted by Spectrem Group and Vanguard Financial, found that long-term care was the top concern among individuals with $5 million to $25 million in assets.

5 reasons that prevent eyeMDs from being happier

December 24, 2016

After working with ophthalmologists across the country for over 20 years, Grande Financial Services have heard firsthand from hundreds of ophthalmologists about what stresses them out and what detracts from their happiness. We have outlined here five reasons why physicians deprive themselves of more happiness.