Sep 30, 2020
Finally realizing your financial literacy woes? Reading the finance books, blogs and listening to the right podcasts?
It feels good to get on the right track for a while, but at some point, you start scrutinizing every dollar you spend.
Have you entered the “live like a resident” echo chamber? Let us show you the...
Sep 23, 2020
Have you ever heard that if you invest in a 401K or 403B that you can’t touch that money without a penalty until age 59.5?
Did you also know that’s not true? Stick around to hear about the tips and tricks to avoid getting penalized by the 59.5 rule.
Sep 16, 2020
Trump signed an executive order on August 8 continuing the temporary cessation of payments and the waiver of all interest on student loans held by the Department of Education until December 31, 2020. How does this affect the way you manage your student loans? Stick around to find out.
Practice Medicine Because You Want...
Sep 9, 2020
How do you bring up the topic of finances with friends and colleagues in a non-threatening way? I've had limited success in getting them to engage in the conversation or take further action on their finances. I realize that the drive to change your own financial habits (or any habit) has to come from the...
Sep 2, 2020
Get your biggest bang for your buck during tax time? It happens and can happen for you. See what Ryan and I say to help you give while also getting back.
It seems like everyone is looking to buy a home right now. If that's you, give Neil Surgenor with TD Bank, NA, a shout. He's working on your time. Find him at