No one ever said that raising children would be inexpensive. College tuition, fees and other educational expenses have grown at such a rapid rate that they now constitute a family’s second largest major expense (exceeded only by the purchase of the family residence). There are at least two “golden rules” to keep in mind in […]

Providing adequate funds for retirement has become the primary investment objective of everyone, regardless of age. Yet ensuring this outcome requires time, research, and well-informed decisions. Physicians who face continuing study in their medical specialty, and increasing time constraints, find it helpful to entrust retirement planning to trained experts. The primary source of retirement income […]

Estate Planning Analysis You spend considerable time and effort in accumulating wealth. Over time, a successful physician will employ various strategies in aggregating a portfolio of significant financial assets. Yet, without an Estate Planning program, a lifetime of hard work as well as substantial funds, could be needlessly wasted. James D. Yurman can help you […]