by Kevan Melchiorre, CFP® | Mar 5, 2025 | Insights
As a physician, you dedicate your life to caring for others, often placing your own financial well-being on the back burner. The path to financial security and a comfortable retirement is different for medical professionals due to the unique challenges you...
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by Kevan Melchiorre, CFP® | Mar 5, 2025 | Insights
As more Americans approach retirement age, one question looms large: how to ensure their savings will sustain them (and last) throughout their golden years. With evolving market conditions, shifting economic landscapes, and changing political dynamics, retirement...
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by Kevan Melchiorre, CFP® | Feb 18, 2025 | Insights
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” Decades later, his observation remains just as relevant—if not more—given the increasing complexity of our tax system. While April 15 marks...
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by Kevan Melchiorre, CFP® | Feb 12, 2025 | Insights
Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various...
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