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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences.

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How to protect your Cash

MainStreet Financial Planning

Determining the total coverage for trust accounts can be more complex since you will have to examine beneficiary designations. FDIC also has a very useful calculator FDIC’s Electronic Deposit Insurance Estimator (EDIE). Are my Retirement Accounts, such as IRA, 401k, or Investment Brokerage Insured?