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Articles tagged with "personal finance"

3 Tips for Financial Discussions with Patients

Carina Stanton  |  November 25, 2019

Issues related to the costs and insurance coverage associated with rheumatologic care can be complex and overwhelming for patients. Here’s how one private practice addresses the financial side of treatment with its patients…

When to Claim Social Security

Samuel Baldwin, CFP, AIF  |  December 17, 2015

As a Certified Financial Planner, I run a practice specializing in guiding families to and through retirement. A question we almost always hear is, “When should I take my Social Security?” The best answer to that question often depends on the client’s personal situation, but clients are often unaware of three common scenarios that may…

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