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New Covid Relief Bill: What You Need to Know

As the year ends, Congress has passed a spending bill¹, signed by President Trump last night, which includes $900 billion of economic stimulus relief.  At almost 6,000 pages in length, some say it represents a page for each day 2020 has seemingly lasted!   Just over one year ago, Congress passed The SECURE Act, a sweeping …

Retirement Advice for Michael Scott of “The Office”

Imagine this: What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss? Understand your living expenses. Michael needs to know what he spends on everything …

White Coats with Empty Pockets

Everyone should have a developed, thoughtful, and unique financial plan.  However, newly practicing physicians face more unique financial challenges than most recent graduates due to many having a considerable accumulation of student loan debt. Once physicians begin earning their real income, there are pressures to play catch-up with peers who have had longer to establish …

Is Your Medicare Plan Changing?

The Medicare enrollment window is quickly narrowing, so how can you minimize Medicare surprises in 2021? As you may already know, the Medicare Part D (the prescription drug supplement) and Medicare Advantage plans are one-year contracts, which means you must renew your plan each year.  If you do nothing, you are automatically re-enrolled in your …

Financial Frights

Have you ever found yourself watching a scary movie, and as the plot progresses, you start telling the characters, “No, no, no…” because you know what is going to happen next?  These movies typically prey on our greatest fears.  Alfred Hitchcock, the director of many classics including “Psycho” and “The Birds,” experienced much success due …