Health Care Professionals Should Consider Personal Financial Goals

Health Care

April 04, 2014
by Nate Wenner, CFP, CPA, PFS, CIMA

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Nate Wenner Nate Wenner, CFP, CPA, PFS, CIMA
Regional Director, Wipfli Hewins Investment Advisors

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Health care professionals are BUSY. No doubt about it.
They juggle many responsibilities:  caring for patients, staying on top of new medical and scientific developments in their field, managing their practice in an ever-changing economic environment. All of these are of the utmost importance for the well-being of the health care professional and those who depend on his or her expertise.
Unfortunately, the also-important but perhaps less-urgent aspects of that professional’s own personal financial goals can easily be overlooked. It is common among many of them to not seriously plan for their own personal financial goals until later in life. The prognosis:  this delay can cost them dearly.
Download the article below to read how to avoid these unnecessary delays.

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Length: 2 pages (PDF 95 kB)


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