Liz Kishel, CFP®
Financial Advisor
Control What You Can Control: Minimize Your Vulnerabilities
What is risk, and how do we manage it? These are age-old questions when it comes to both investing and life. This is particularly the case today when we have a new and unpredictable war to contend with in Eastern Europe, lingering pandemic concerns, cybersecurity threats, and 40-year highs in inflation.
Tax Scams: The “Dirty Dozen” to Avoid
For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.
Risk Management Strategies for Ophthalmologists
Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan. Many risk factors can come into play for ophthalmologists that go beyond malpractice. This article offers some suggestions and strategies to consider throughout your career.
The Evacuation Checklist: What Should You Take with You in an Emergency?
The Evacuation Checklist - Below is a checklist of to-dos for both yourself and anyone else who lives in your household (this should include spouses, partners, children, elderly, and pets in your care).
Common Financial Planning Mistakes
“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.
Cyber Crimes Protection Checklist
Think before you click… or speak. Whether over email or phone, make sure the person on the other end is who they say they are. Avoid clicking on emails that have a sense of
Coffee Talk with a “Sometimes Fiduciary”
I took a little time away from the office to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too. As I sat down to enjoy my newspaper, I couldn’t help but overhear a conversation next to me between a “financial advisor” and a prospective client.
Charitable Giving: Create a Legacy in Your Estate Plan
Karen and John have done well in both their professions and their portfolios over the last 25 years. They have two children, and all four members of the family are animal lovers. Both John and Karen have become actively involved with their local SPCA.
Being Prepared: Information Your Loved Ones Need to Know
It’s hard to find the right time to discuss information your loved ones will need once you are gone. Initiating that discussion well ahead of time is a gift.