How is my Financial Health, Doc?

Making A Case for Universal Life Insurance (UL)

Want your cake and eat it too? Well, now you can have Life Insurance and Invest or Save too. Learn how this vehicle can meet your financial strategy. But also recognize some of the flaws.

Making A Case for Term Life Insurance

What can be simpler than Term Life Insurance? It is the basic Life Insurance we can purchase. But do we all need it? Who should need it? Why should we have it?

Healthcare Professionals don't know didley!

Healthcare Professionals are good at doing healthcare. It is what is expected of them of course. But their families and life expect more of them from a financial perspective. How can they be good at it when it was never taught during their training? Healthcare Professionals should no longer be financially illiterate.

Making A Case for Critical Illness Insurance

One of the things we need to do to protect ourselves is proper risk management of medical events. Critical Illness Insurance is one of the steps in this risk management.

Making A Case for Disability Insurance (DI)

As healthcare professionals, we seldom think about Risk Management. Well, it is a very common mistake. But even when we do want to investigate, we do not know where to start and how to interpret the policies. Welcome to a Primer on DI.

Cashflow - Part 2

Cash is excellent, but Cashflow is KING (positive cashflow that is)! Many of us have heard it before, but most of us do not understand it well (or refuse to heed the cautions). Living with positive cashflow is essential to your financial well-being.

Cashflow - Part 1

Cash is excellent, but Cashflow is KING (positive cashflow that is)! Many of us have heard it before, but most of us do not understand it well (or refuse to heed the cautions). Living with positive cashflow is essential to your financial well-being.

Who will take care of you?

Understand the importance of Power of Attorney (for Property and Health). How does it work?

Probate is a bad word!

It is important to understand Probate and minimize reduction in assets that is left to your loved ones.

Estate planning helps minimize the tax burden.

Estate planning is crucial for your estate after your time on earth. Don't leave your family with a mess for your loved ones to figure out.