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Guide for Established Attending/Pre-Retirement is Live

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  • Guide for Established Attending/Pre-Retirement is Live

    We have just published the 3rd and final guide in our series. You can download it here in exchange for your email, first name, and zip code. We would sincerely appreciate any feedback as we are continually updating. Of course, you are welcome to share if you find the information useful   . If you have already downloaded one of the other guides, you will need to enter your information again (sorry!) but you will not receive multiple copies of our newsletter. As always, you can unsubscribe at any time with a simple click of the mouse.

    Thank you to everyone who has downloaded our first 2 guides. The response has really exceeded what I expected.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

  • #2
    We are no where near this phase yet, but it was nice to review and see where we could be going (and who knows what laws and regulations will change in the meantime).  Seeing the information about LTC was very useful, and being young, seeing the recommendation about bear market conversions was a nice piece of advice.  Other aspects weren't as individually useful yet, being too young, but I think people close to retirement will find the guide very helpful.

    I did skip past SS because I figure that will be extra... that when we retire we won't get it, so I'm planning for retirement assuming no SS.  The checklists and estate planning were also useful, and I'm still torn on trusts and when to set them up.  But it is nice information to have.  The guide was very thorough.

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    • #3
      Thanks, acb550, Our goal with these guides is for each person who downloads to learn at least one piece of valuable information or idea that will make the time spent reading them worthwhile. (And, of course, to grow our business   )
      Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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      • #4
        Hi Johanna,

        Looked at the site and its looking great, timely resource and have added it to the resource page at MedSchool Financial to share with our readers as well. WCI has been a staple on there for some time and glad to be adding yours as well. http://www.medschoolfinancial.com/resources/ Hope the extended weekend was enjoyable.

        Best regards,

        Dr. J

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        • #5




          Hi Johanna,

          Looked at the site and its looking great, timely resource and have added it to the resource page at MedSchool Financial to share with our readers as well. WCI has been a staple on there for some time and glad to be adding yours as well. http://www.medschoolfinancial.com/resources/ Hope the extended weekend was enjoyable.

          Best regards,

          Dr. J
          Click to expand...


          Thanks so much! I've also subscribed to your newsletter!
          Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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