Blog

Image for Understand your options before taking Social Security.

Understand your options before taking Social Security.

October 15, 2024 | Michael Poterala

For many of us, when to start taking our social security retirement benefits is one of the most important financial decisions we must make.
Read Article

Image for Financial planning for physicians.

Financial planning for physicians.

October 14, 2024 | Michael Poterala

Financial planning is just what the doctor ordered.
Read Article

Image for Living Beneath Your Means

Living Beneath Your Means

October 9, 2024 | Michael Poterala

We all should aspire to achieve financial independence, which is having enough resources to live comfortably for the rest of our lives.
Read Article

Image for Compound Interest

Compound Interest

October 2, 2024 | Michael Poterala

It can’t be overstated: giving yourself more time rather than less to achieve financial goals is critically important.
Read Article