Whitepaper: Best Practice Financial Advice for Physicians

Physicians often have unique financial planning issues that need to be addressed.  In this white paper, Greenspring’s Jeff Bernfeld, CFP®, MBA outlines 5 best practices that physicians should consider when planning for their financial future. You can access the white paper by clicking the link below.

Best Practice Financial Advice for Physicians

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

Recent Insights

Finance After Loss

Losing your partner can be devastating. It is understandable that you may experience a flood of feelings - grief, sorrow, numbness, fear, anger, even guilt. To add insult to injury there are numerous financial items to address. When you are ready to tackle these items use this checklist as a guide to help you navigate your way to a new normal.

Finance After Divorce

Getting divorced is STRESSFUL- physically, mentally, and financially. Facing uncertainty and navigating the unknown can be overwhelming as you grapple with the million-dollar question “Will I be OK?” One of the best ways to regain a sense of security is to make a financial plan. Reducing financial uncertainty will help you tackle the many other stressors related to divorce. Here is a checklist with a few action items to help you get started in taking control of your finances after a divorce.

Finance After 50

I recently celebrated my 50th birthday and it has begun to sink in that I am on the back end of my longevity curve. Retirement is no longer something “Old” people need to worry about but rather a word that has become a frequent part of my vocabulary. Turning 50 is a perfect time to evaluate your financial situation and determine if your retirement plan is on track. Use this checklist to help you gain firm financial footing so that you can fully enjoy your NEXT 50 years.