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Estate Planning Essentials
Estate planning is often regarded as a complex and daunting task, but it is a crucial aspect of financial management that ensures your assets are…
Apr 15
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Chris Gure
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Estate Planning Essentials
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Financial Health Series: Safeguarding Your Financial Health: Long-Term Care
Four Part Series – Part 1: Long-Term Care
Apr 1
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Chris Gure
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Financial Health Series: Safeguarding Your Financial Health: Long-Term Care
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March 2024
Healthy Financial Habits: Avoiding Financial 'Pot of Gold' Pitfalls
Happy St. Patrick’s Day!
Mar 18
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Chris Gure
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Healthy Financial Habits: Avoiding Financial 'Pot of Gold' Pitfalls
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Financial Health Series: Safeguarding Your Financial Health: The Vital Role of Long Term Care, Disability, and Life Insurance for Medical…
Four Part Series – Part 1: Overview
Mar 4
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Chris Gure
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Financial Health Series: Safeguarding Your Financial Health: The Vital Role of Long Term Care, Disability, and Life Insurance for Medical Professionals
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February 2024
6 Ways Financial Advisors Support Medical Professionals
As a medical professional you devote your life to caring for others, often leaving little time to manage your own financial affairs. From budgeting to…
Feb 19
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Chris Gure
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6 Ways Financial Advisors Support Medical Professionals
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Cultivating Financial Well-Being: Teaching Gratitude to your children
In the midst of our fast-paced lives, it's crucial to instill values in the next generation that extend beyond the pursuit of wealth. Let's explore…
Feb 5
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Chris Gure
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Cultivating Financial Well-Being: Teaching Gratitude to your children
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January 2024
Tax Planning: What Are It's Top Potential Advantages
Financial planning, with a focus on tax preparation, plays a crucial role in optimizing your financial situation. The goal is to structure your finances…
Jan 22
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Chris Gure
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Tax Planning: What Are It's Top Potential Advantages
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Navigating the 2024 Contribution Increases for 401(k)s and IRAs
As we step into a new year, it's crucial to stay abreast of the latest developments in retirement planning. In 2024, we witness some changes in…
Jan 8
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Chris Gure
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Navigating the 2024 Contribution Increases for 401(k)s and IRAs
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December 2023
Year-End Financial Checkup: A Comprehensive Guide
As the year draws to a close, it's the perfect time to conduct a thorough financial checkup. This guide is designed to help you navigate the year-end…
Dec 11, 2023
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Chris Gure
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Year-End Financial Checkup: A Comprehensive Guide
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November 2023
Maximizing Year-End Bonuses: A Financial Guide for Medical Professionals
The holiday season brings not only festive cheer but also the much-anticipated year-end bonuses for many healthcare professionals. For many physicians…
Nov 27, 2023
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Chris Gure
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Maximizing Year-End Bonuses: A Financial Guide for Medical Professionals
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Wealth Building Habits
When discussing wealth, the conversation extends beyond financial prosperity, encompassing a more comprehensive concept. True wealth transcends monetary…
Nov 13, 2023
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Chris Gure
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Wealth Building Habits
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October 2023
Navigating Disability Insurance with Pre-Existing Conditions
For dentists and physicians seeking disability insurance with pre-existing conditions, there are several important considerations. When applying for…
Oct 30, 2023
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Chris Gure
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Navigating Disability Insurance with Pre-Existing Conditions
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