The Prosperous Doc® Blog

Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...

Inflation isn't going away right now. In fact, prices have been increasing at their fastest rate since the beginning of the 1980s.

If you have never heard the term "Financial Infidelity," it doesn't mean you don't know what it is. In fact, according to a recent creditcards.com ...

Welcome to 2022! Like us, many of you have been waiting to turn the chapter from 2021. And, yet, here we are still with the pandemic, uncertainty ...

Having money doesn’t ensure happiness, peace of mind, or freedom. Instead, having the right relationship with money makes all the difference. On the ...

Common questions regarding tax deductions and charitable contributions. Each year, our team of financial advisors receives a plethora of questions ...

With so much to look forward to during the holiday season, it is easy for busy professionals like physicians and dentists to overlook what they can ...

These days everyone seems to be asking, or at least it feels that way – “Should I be worried about inflation?” Is inflation transitory? Is it here to ...

A common question we receive during this time of year has to do with employee benefits. Most employers are hosting open enrollment to sign up for ...