By Paul Bullock Health savings accounts (HSAs) have steadily risen in popularity, emerging as a robust solution to

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HSA: Benefits and Tax Advantages of a Health Savings Account

By Paul Bullock After the past few years being marked by unprecedented change and unpredictability, the idea of

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Mastering Retirement Budgeting: 3 Key Strategies to Safeguard Your Savings

By Paul Bullock As healthcare professionals continue to grapple with the ongoing aftermath of the global pandemic, many

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Healthy Finances for Healthy Lives: The Urgency of Retirement Planning in Healthcare

By Paul Bullock If I were asked to distill all the complexities of personal finance into just one

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Simplify Your Finances: The Two Most Important Money Lessons

By Paul Bullock In today’s economic landscape filled with troubling news, such as rising interest rates and a

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Striking the Right Balance: Assessing Risk Levels in Your Investment Portfolio

By Paul Bullock As we reach the halfway mark of 2023, it presents a moment to pause and

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2023 Midyear Market Update

By Paul Bullock It’s not uncommon for people who inherit large sums of money to feel unsure about

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You’ve Inherited Money, Now What Should You Do?

By Paul Bullock and Gregory Renn, CFP® Investing has never been more accessible to the average person than

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The Real Cost of DIY Investing

By Paul Bullock and Gregory Renn, CFP® Are you a physician wondering why, despite earning a high income,

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5 Things Physicians Must Know to Plan for Retirement

By Paul Bullock Most people would define a happy retirement as having the freedom to do what they

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Top 6 Tips to Make the Most of Your Retirement