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Women are taking charge and outperforming men in aspects of investing. The financial landscape is undergoing a historic transformation as the “Great Wealth Transfer” approaches, ushering in a new era…
Originally published by Carl Landau, I Used to Be Somebody: My 6 Best (Un)Retirement Decisions I’m currently starting my 4th year of what we call (Un)Retirement. And maybe I’ve learned…
As a physician with The Permanente Medical Group (TPMG), ensuring the safety and stability of your pension is an essential part of helping to secure your financial future. With recent…
Early December, as Thanksgiving gives way to the busyness of year-end festivities, is a good time to make sure your financial situation is in order prior to ringing in the…
Utilizing the Mega Backdoor Roth feature within your TPMG (The Permanente Medical Group) Retirement Plan 3 can be a strategic move to bolster your retirement savings. The Mega Back Door…
Part 2 of a 2-part Estate Planning Series While reviewing and updating your will every 3-5 years is essential for ensuring that your document accurately reflects your intentions (see previous…
Part 1 of a 2-part Estate Planning Series A will is a fundamental component of a comprehensive estate plan that’s critical in ensuring your assets are distributed according to your…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
