Take Care of My Family

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

Live Financially Well, Take Care of My Family /

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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Smart Ways to Fund a Private School Education in Louisiana Without Overpaying on Taxes

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Private education has always been a popular option in the New Orleans area – and attendance rates have only increased in the last few years. In fact, 26.1% of students in New Orleans were enrolled in private schools for the 2022-23 school year, up from 25.4% in 2019. I know my wife and I have had

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How Much Life Insurance Do I Need? When to Increase and Decrease Your Policy

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Life insurance tends to be one of those “set it and forget it” financial tools that most people don’t think about. And while you’ve probably heard some pretty scary statistics about people who are underinsured or uninsured (about 102 million Americans – yikes), there are also quite a few people out there who might have

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Giving Back as a Family: Local Volunteer Opportunities in New Orleans

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Teaching children about the importance of community and charitable giving is one of the most valuable life lessons a family can share. By volunteering together, families can create lasting memories, strengthen their bond, and foster a sense of gratitude and empathy in their children. In a city as rich in culture and community spirit as

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