Case #002 • Choosing Financial Advice Why This Matters Anyone researching financial advisor compensation eventually runs into the same question: is this person fee-only? It’s a reasonable thing to ask. How an advisor gets paid can influence the recommendations...
Case #001 • Retirement Plan Decisions for Physicians Why This Matters Most hospital-employed physicians know they have a 403(b). Far fewer realize there may be another account listed beside it in the benefits portal: a 457(b). The two can look like variations of the...
