2021 Financial Check-Up pt. Deux
2021 Financial Check-Up
2021 Financial Check-Up
2020 is finally over – good riddance! Although most of us stayed incredibly busy at work, it was an incredibly stressful year. Plans were upended, travel came to a stop, visiting friends and family became verboten. Not to mention the millions…
The PocketDVM is back!
Where have we been? 2020 started like any other year. I continued in my dream job working with the best and brightest students at the most amazing school of veterinary medicine. My team started work on several exciting new research…
Is It Time to Refinance My Mortgage?
On May 15th mortgage interest rates hit their lowest level in modern history. With interest rates plummeting, many folks are asking themselves, “Is It Time to Refinance My Mortgage?” Since rates are unlikely to go much lower, if you were considering…
Are You the Victim of Financial Infidelity??
With valentine’s day just around the corner, a recent study shows that about 44% of Americans are guilty of infidelity. No, not the kind that happens between the sheets. According to the authority on the matter, “Cosmo,” that involves only…
A Realists View of New Year’s Resolutions
It’s January. It’s that magical month when we make unrealistic new year’s resolutions we have no real probability of keeping. Of course we tell ourselves that this year will be different. But it never is. Need proof? Every gym in America…
How long will your retirement savings last?
The average American will live to see their 78th birthday and 30% of us will live to see 90! When planning for retirement we have to assume we will be living off savings for 25-30 years! This can be an overwhelming…
Retirement savings and time
There are so many unknowns when it comes to saving for retirement. Will social security still be around? Probably. How much will I need to live on? More than you think. How much will my investments earn? Not as much…
The Rise of Student Loan Advisor
It amazes me how the national student debt crisis has overnight created an industry of “student loan experts.” Just three years ago, I would have to search google to find a financial advisor who was savvy in the ways of…
Is Home Ownership Really An Investment?
Home ownership, so engrained in our culture that it virtually defines the ‘American Dream.” But is it really a good investment and is home ownership really something to which every veterinarian should aspire? The answer not surprisingly is “its complicated.”…
