Retirement Planning Doctor

Retirement Planning Doctor My practice focuses on advising physicians, small business owners, and women how to build and protec

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which c...
04/18/2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which c...
04/18/2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. .theretirementplanningdoctor.com

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has th...
04/04/2023

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story:

The tax agency is warning not to fall for social media advice to file a fake W2 in the hope of getting a big refund.

Are you ready to retire? According to a detailed report by the Employee Benefit Research Institute (EBRI), retirees are ...
04/03/2023

Are you ready to retire? According to a detailed report by the Employee Benefit Research Institute (EBRI), retirees are in fact very likely to run out of money – no matter the income level.

Worried about running out of money in retirement? There's good reason to be concerned. Find out how to take action and feel more confident about your future.

Learn how     work, and how they can help you save money.
07/05/2021

Learn how work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
07/02/2021

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

When it's a long-term financial commitment, take the time to examine the pros and cons.
06/30/2021

When it's a long-term financial commitment, take the time to examine the pros and cons.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Protect yourself from identity theft.
06/28/2021

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
06/25/2021

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

Do you understand these common mobile slang terms?

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
06/23/2021

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
06/21/2021

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Address

6767 N. Wickham Road Suite# 400
Melbourne, FL
32940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 1pm - 5pm
Friday 9am - 1pm

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