Having an estate plan is a critical component of responsible financial management. It ensures that your assets are distributed according to your ...
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A blog for physicians and dentists offering financial solutions for every stage of your career – from residency to retirement.
Having an estate plan is a critical component of responsible financial management. It ensures that your assets are distributed according to your ...
Read More →Retirement is a long-awaited phase of life that many individuals look forward to. After years of hard work and dedication, retirees finally have the ...
Read More →Physicians and dentists work hard throughout their lives to take care of their families and experience a stress-free retirement. Estate planning is ...
Read More →Understanding how Social Security benefits work can be challenging. There are so many rules, the formulas may seem complex, and it is easy to feel ...
Read More →As holistic financial planners, all elements of one's finances take priority in our process. Whether it is protection planning, investment ...
Read More →It's common to see blogs and articles touting the wonders of Roth IRAs. When you understand the tax characteristics of these particular types of ...
Read More →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 ...
Read More →Inflation is hitting Americans where it hurts – their finances. According to a 2022 retirement planning study by Fidelity, more than 70% of ...
Read More →As the new year begins, it can be challenging to keep track of all the new investment and tax changes and updates from one year to the next. This ...
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For over 65 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
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4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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