John J. 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.

A powerful conversation about expectations can open communication and trust.

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 investors are not in the market when it begins to move up again, they may miss a large gain. It is virtually impossible to accurately enter at the top or bottom of the market, especially consistently.

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.