The Prosperous Doc^® Blog

Physicians and dentists work hard throughout their lives to take care of their families and experience a stress-free retirement. Estate planning is ...

A Will allows you to control where things are distributed after you’ve passed. Dying without a Will means the state in which you live, based on its ...

As holistic financial planners, all elements of one's finances take priority in our process. Whether it is protection planning, investment ...

The Social Security full retirement age (FRA) was 65 for many years. In 1983, Congress passed a law to gradually raise the age because of the changes ...

Consider making charitable contributions as 2022 comes to an end and you look for ways to reduce your year-end tax exposure.

Each year in late October or early November, the IRS reviews the contribution limit for tax-advantaged retirement plans. The changes implemented by ...

Social Security seems to always get a lot of press, at least in the financial media. For many years, there have been questions on whether the program ...

One of the most meaningful aspects of accumulating wealth is the ability to give back. Families and individuals donate for a variety of reasons. ...

Retirement planning should start at the onset of your professional career. Like many things in finances, the earlier, the better. Many residents and ...