Our blog is where you can find tips and information that we hope will be both timely and helpful. If you ever want to discuss a topic in more detail, we welcome you to call our office - we would be happy to chat with you!
Should You Choose a Fixed or Variable? Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed- or...Read More
HOW THE FEDERAL RESERVE WORKS Tip: Checks. Due to the onslaught of electronic check collection, the Federal Reserve now processes paper checks at just one location nationwide, down from 45 locations in 2003. Source: Board of Governors...Read More
YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as...Read More
Click the link to read our April 2019 401K NewsletterRead More
Perhaps your financial picture is very sound. You think it is unlikely you will run out of money. If you are in this situation, you may want to consider how to pass more tax effective assets to the next generation or even the one...Read More
Travis Flandermeyer, MBA and Phil Messuri, MS, CFP®, of The Doctor’s Financial Resource understand the acute pressures doctors in our state face today—chief among them the demanding schedules faced on a daily basis....Read More