Clik here to view.
Physician’s Guide: Comparing 401(a), 401(k), 403(b), & 457(b) Retirement Plans
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! As a dedicated medical professional, securing your financial...
View ArticleClik here to view.
The Essential Year-End Financial Planning Checklist
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! Your 11-Point Year-End Financial Planning Checklist As the year...
View ArticleClik here to view.
3 Tax Mistakes to Avoid in Retirement
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! The following is a transcript of the video above. Retirement...
View ArticleClik here to view.
The Benefits of Hiring a CERTIFIED FINANCIAL PLANNER™
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! When it comes to managing your finances, it’s probably not...
View ArticleClik here to view.
What to do When Stock Markets are Tumbling 📉
Would you like to receive more content just like this directly to your inbox? Click here to subscribe! What is a market correction? A stock market correction by definition is a decline of 10% in a...
View ArticleClik here to view.
Should You Buy a CD Right Now? Certificates of Deposit in Your Financial Plan
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! In today’s dynamic financial landscape, many investors are...
View ArticleClik here to view.
The HSA Tax Saving Strategy for High Income Earners
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! The HSA Tax Saving Strategy for High Income Earners For high...
View ArticlePost-Sale Wealth Management: Financial Planning for a Business Sale
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! When you sell your business, you’re navigating one of life’s...
View ArticleHow Tariffs Impact Your Investments, Retirement, & Inflation
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! In recent months, the topic of tariffs has dominated economic...
View ArticleTax Day Got You Down? 7 Strategies for Smarter Tax Planning
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! If you’re like a lot of Americans, the passing of April 15th...
View Article