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Financial Health

Financial HealthHealth, Wealth and the Road to Retirement

There’s a vital relationship between wealth and health. When the two come together, it’s stunning to see how each side of the equation comes into play. Before my wife Stacey joined me in the wealth management business, she was a busy podiatrist with her own medical and surgical practice. And Read more…

Financial HealthDo You Know Who Your Beneficiaries Are?

When was the last time you checked your beneficiary designations for your individual retirement account (IRA), employer retirement plan, annuity or life insurance policy? If you haven’t examined it since the account was set up, you are not alone. Due to changing circumstances and shifting priorities, you may find that Read more…

Financial HealthWorried About Retirement?

Concerned about having enough money saved for retirement? Here’s a simple solution: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the lump sum needed to generate the necessary income at retirement. In a report titled “Retirement Age and the Need for Read more…

Financial HealthDivorce: Don’t Go It Alone

Divorce is a time of many changes and is seldom easy for anyone involved. Still, certain steps you can take now may make the process less stressful and help simplify your life when the divorce is finalized. First things first – assembling a strong, experienced team of confidential professional and Read more…

Financial HealthMarketing Your Medical Practice Online

Just like other industries, the medical health industry needs to adapt to the marketing trends of today. Gone are the days when word of mouth alone drove your business forward. In the past, your company might have been the only one providing that service in your radius, whereas now you Read more…

Financial HealthLife, Love and Impact

Family can be a source of nurture, inspiration and companionship. Family can also be the source of our deepest worries and concerns. After ensuring your financial house is in order, it may be time for you to answer the question, “If you could make the world better in one significant Read more…

Financial HealthFunding Your Child’s Future: Education Savings Options

For today’s parents, planning for your child’s college years often begins long before your student starts filling out college applications. Rising college costs require most families to save for their children’s post-secondary education, and the earlier you begin the better. Depending on a variety of factors, including the quality of Read more…

Financial HealthLeaving a Loving Legacy: Getting Started

Today, two-thirds of women identify themselves as the primary decision-maker in their home. Many of these women are also the breadwinner, earning 62% of the household income.1 If you find yourself among this growing group of women, you play a vital role in managing your family’s finances – from overseeing Read more…

Financial HealthHealthy Workplace, Happy Team Players

Desert Health® Wellness Award winner, HARC (Health Assessment Resource Center), conducted their own awards celebration this year for wellness in the workplace. The first annual Coachella Valley Workplace Wellness Awards took place on June 7 as part of June’s Employee Well-Being Month, a nationally-recognized celebration of wellness in the workplace. Read more…

Financial HealthAre You Prepared For Future Health Care Costs?

The usual method for estimating spending needs in retirement is to take your post-retirement household budget and tack on an inflation rate, such as 3%. Some expenses may increase at a faster rate than the inflation rate you use, others at a slower rate, but overall, expenses such as housing, Read more…

Financial HealthOrganizing Your Financial Life

Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, being able to find needed documents during tax season, providing proof of payment, disputing credit card billing errors and avoiding the Read more…

Financial HealthCoping with Financial Stress During the Holidays

We hope that holidays will be joyous occasions—a blend of spiritual joy and lively times with family and friends. No one intends to be Ebenezer Scrooge. “Bah Humbug!” However, the holiday season can create many stressors. In addition to your daily responsibilities, there is gift purchasing, parties, baking, decorating, and Read more…

Financial HealthAre You Prepared For Medicare Open Enrollment?

Health care planning is a sensitive subject, but given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines and resources for estimating your needs and expenses. Health care costs are rapidly emerging as a major expense item both before Read more…

Financial HealthVision for Retirement

You can make the difficult transition into retirement easier by exploring your expectations and desires. With some careful prioritizing, you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re tired of, getting out of Read more…

Financial HealthBiggest Loser Resort Comes to the Desert

Palm Desert’s J.W. Marriott is now home to the Biggest Loser Resort’s newest venture which opens its doors to guests this September. Palm Desert joins Niagara, NY, Amelia Island, FL, and Chicago, IL, as an option for those looking to transform their life, lose weight and get on the path Read more…

Financial HealthLa Quinta Is Building a Wellness Community

It’s no secret that the City of La Quinta has been embracing its Healthy Eating Active Living status for a number of years, particularly when it won the Coachella Valley Health Collaborative’s Healthy City Advocate Award not only once, but three times. However, the real secret is that La Quinta Read more…

Financial HealthAvoid These Common Investor Mistakes

Chasing performance. Investors often move out of sectors that are not performing well, investing that money in high-performing investments. But the market is cyclical; and often those high performers are poised to underperform, while the sectors just sold are ready to outperform. Rather than trying to guess which sector is Read more…

Financial HealthHow You Can Give Your Career a Fresh Start

“The question is not how to survive, but how to thrive with passion, compassion, humor and style.” — Maya Angelou Are you just surviving at work – caught up in the day-to-day doldrums of your job? Life is too short to tolerate any sense of dread on Sunday evening as Read more…

Financial HealthGet Ready for Seven Serious Life Transitions Ahead

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Unlike earlier, happier events such as getting married, having children, and moving up the career ladder, some of these events Read more…

Financial HealthConsidering a Reverse Mortgage Loan

Oftentimes seniors are faced with the reality of living on a fixed income from a pension, retirement income, and/or social security when they retire. A statement often heard when speaking with seniors preparing for, or currently in retirement is, “I am having trouble making ends meet. My monthly income hardly Read more…