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John J. Grande, CFP; Traudy F. Grande, CFP; and John S. Grande, CFP
How to protect yourself against long-term care costs
One of the frequently asked questions in the financial planning discussion is: “How can I protect myself against the possibility of long-term health care expenses?” This subject is a concern for most Americans. A recent survey of over 10,000 affluent investors, conducted by Spectrem Group and Vanguard Financial, found that long-term care was the top concern among individuals with $5 million to $25 million in assets.
5 reasons that prevent eyeMDs from being happier
After working with ophthalmologists across the country for over 20 years, Grande Financial Services have heard firsthand from hundreds of ophthalmologists about what stresses them out and what detracts from their happiness. We have outlined here five reasons why physicians deprive themselves of more happiness.
Is ‘retirement’ based on outdated rules?
When considering retirement, today's physicians need to outline their current financial situation; list and prioritize goals; and have a plan prepared that will show if their objectives are based in financial reality.
Pay off debt or invest my money: What is the right way to go?
Pay off debt or invest my money: What is the right way to go?
This is a question we often get from doctors. It is an interesting question, because there are a couple of opinions about what the right thing to do is. There is never a cookie-cutter answer.
Congress closes some Social Security loopholes
A financial question that surfaces frequently, usually from physicians ages 55 years and older, is: “When and how should my spouse and I take our Social Security benefits?” These types of questions recently got complicated with the recent passage of new legislation by the U.S. Congress.
Ophthalmology Times introduces Money Matters financial educational resource center
Ophthalmology Times and the Grande Financial Services Inc. are pleased to announce an addition to its continued collaboration. Together, we are launching this Money Matters Resource Center. This project is included as part of the Practice Management section of the publication.
Long-term care insurance: ‘Who needs it?’
What are the odds that you will enjoy this same level of good health when you are at the age of 80, 90, or even 100? Especially since about 70% of people over the age of 65 will require long-term care at some point.
Are ETFs the new mutual funds?
Take-Home Message Investors are shifting assets to passively managed vehicles. For many, exchange-traded funds (ETFs) have become the vehicle of choice. ETFs are investments that trade on exchanges, and are designed to mirror the performance of certain market indexes, so they tend to be passively managed.


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