Live Financially Well

Graduation cap with red tassel resting on an open medical textbook next to a red stethoscope, symbolizing a medical school graduate entering the healthcare profession.

Disability Insurance for Medical School Grads: Why It Matters Now More Than Ever

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Congratulations, Doc! You’ve earned it!  Speaking of Earnings, Let’s Talk About Protecting Your Income.  After years of hard work, sleepless nights, and navigating clinicals, you’ve finally made it to the next stage of your medical journey. Whether you’re starting your residency, fellowship, or transitioning into practice, you’re laying the foundation for a high-earning career. But […]

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Understanding Disability Insurance: Protecting Your Income

Live Financially Well, Take Care of My Family /

When we think about financial planning, we often focus on the big-ticket goals: saving for retirement, funding our kids’ education, building wealth. But what about protecting the income that makes all of that possible?  That’s where disability insurance comes in—and yet, it’s one of the most overlooked pieces of a solid financial plan.  What Is

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Building Financial Resilience: Lessons from Financial Literacy Month

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We don’t always get a heads-up when life throws a curveball. Job changes, medical bills, a sudden move—unexpected events can shake up even the most carefully planned finances. That’s where financial resilience comes in.  As we wrap up Financial Literacy Month, let’s shift our focus from “learning about money” to “building a life that can

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Young man working on his finances at a desk with his phone and laptop, making notes in a notebook

Boost Your Financial IQ: Key Concepts Every Adult Should Know

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April is National Financial Literacy Month—a timely reminder that understanding your finances is essential to achieving long-term security and peace of mind. Whether you’re just starting your financial journey or looking to refine your existing plan, this month offers a valuable opportunity to enhance your financial knowledge.   Why Financial Literacy Matters  Financial literacy encompasses the

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Behavioral Biases: Turning Instincts into Investing Advantages

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With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.   “As investors, we leap before we look. We stay when we should go.

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Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain

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With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.    “As investors, we leap before we look. We stay when we should go.

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ESG Investing: How Do We Measure “Good”?

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As we covered recently, environmental, social, governance (ESG) investing is a relatively new approach for investing “ethically,” however you define the term. Some ESG investors may be more values-driven, hoping to best align their investments with their personal beliefs. Others are more value-driven, hoping for higher returns by investing in companies whose sound ESG practices are

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Understanding ESG Investing for Financial & Ethical Growth

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If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who wouldn’t want to try earning decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?  But

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