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Expense Ratio Exercise: Which Portfolio Wins? [VIDEO]

March 21, 2018April 6, 2018 ~ JFoxCPACFP ~ Leave a comment

Fees are a popular discussion on many physician financial blogs and some passive funds have managed to drop expense ratios to under .1%. But how much do expense ratios matter to your long-term fiscal fitness? Continue reading →

Is Social Security a Good Investment? [VIDEO]

November 21, 2017November 22, 2017 ~ JFoxCPACFP ~ Leave a comment

Social Security – have rumors of its death been greatly exaggerated? Does it belong in your financial plan – or should you exclude it and hope to be happily surprised? Find out what Michelle has to say about it in this month’s vlog… Continue reading →

Why you should review your Social Security statement

October 4, 2016October 6, 2016 ~ JFoxCPACFP ~ Leave a comment

Social Security doesn’t matter until you’re in your 60s, right? Not so fast. Social Security is Continue reading →

Does your advisor save or cost you taxes?

May 16, 2016February 14, 2017 ~ JFoxCPACFP ~ Leave a comment

Does your investment advisor ask nosy questions about your income tax return? If not, he Continue reading →

Social Security Changes the Rules

December 1, 2015July 6, 2016 ~ JFoxCPACFP ~ Leave a comment

Hot off the press – Congress finally enacts radical changes to Social Security. Granny and her wheelchair  Continue reading →

3 Reasons to Delay Social Security Payments

Video ~ December 1, 2015June 28, 2016 ~ JFoxCPACFP ~ Leave a comment

Nobody really likes to be called a procrastinator, Continue reading →

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