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Protecting What Matters Most


8 Alarming Trends for Physicians Nearing Retirement

8 October 2015

As retirement age approaches, many physicians begin thinking about whether to retire early or continue working, full- or part-time. Many who choose the former are responding to changes in the healthcare system.

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Retiring Physicians & Life Insurance: 6 Reasons to Keep It

2 May 2015

You are about to retire from a long career in your practice, your children are self-supporting and you have paid off your house. That leaves no reason to continue carrying a life insurance policy, right?

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5 Steps Physicians Can Take Towards a Successful Retirement

6 April 2015

Whether you recently finished medical residency or are an established Texas physician, it is never too early to begin thinking about retirement and discussing your future with a financial advisor. While carefree days spent traveling, volunteering or golfing in Florida may seem far off, they become a reality once you have a plan in place. Having an open dialogue and honest conversation about how you envision retirement enables you and your advisor to map out a plan and schedule routine, follow-up visits to ensure you are staying on the right path.

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