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A client of mine was recently diagnosed with Alzheimer’s. She had just retired after a wonderful career and was looking forward to enjoying her retirement. Unfortunately, her circumstances changed quickly. One of the first things we revisited was her existing alimony agreement, which had been established before she began working with me. As part of the divorce settlement, she had already given half of her assets to her former partner. In addition, she was required to

Physician Spending Habits: Why High Earners Often Underestimate Their Lifestyle Costs

A few recent tax return reviews uncovered costly mistakes involving backdoor Roth IRAs, Form 8606, and 529 contributions. These examples highlight why physicians benefit when their financial advisor and CPA/EA work together—not in separate silos.