Tag Archive for: Physicians

The Role of a Fiduciary – Putting Your Interests First
As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts.
Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.

Brainworks – Simple Strategies for Staying Sharp
While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent, or at least postpone its development through intervention. Our brain is actually radically adaptable if we train it appropriately—like we do our bodies. The “fitter” our brain is, the more energy efficient it becomes, and the easier it is to do important mental tasks such as focusing attention and being creative. This workshop was originally presented at Prosperion EDU 16.

The Power of Growing Dividend Income
https://www.youtube.com/watch?v=j_ZserqymR4
We create and communicate ProsperOn’s to deliver timeless, valuable wisdom to our clients, with the hope to provide greater clarity, capability and confidence. In other words to help people be better…

Are your Heirs Prepared for Their Inheritance?
We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?

The 8 Best Financial Apps for Money-Conscious People
https://www.youtube.com/watch?v=dZUs-7kE_00
You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…