In this video, Jeff Witz, CFP, outlines the common characteristics found in financially successful physicians and shares basic financial concepts.
Jeff Witz, CFP
In this video, Jeff Witz, CFP, discusses Economic Life Value as well as life and disability insurance.
In this video, Jeff Witz, CFP, explains "loanership" and "ownership" investment assets and shares the top five reasons for investment loss.
In this video, Jeff Witz, CFP, outlines common asset protection strategies and discusses estate taxes.
There are several options for saving for retirement, but first develop a good understanding of how these retirement accounts work to get the most out of your savings.
The chances of needing long-term disability insurance are higher than you might think and can be worth the expense
As some assets appreciate in value and others lose value, your portfolio’s allocation changes. Rebalancing is the remedy for asset drift and an important part of maintaining a healthy investment portfolio.
Following some basic guidelines will ensure the beneficiary designations you make are accurate and up to date.
"Determining what to invest in should be based primarily on the needs, temperament, and available resources of each individual or family," write Jeff Witz, CFP, and David Zemon.