Latest Insights Archive
How to Avoid Common Physician Asset Protection Mistakes
Physician asset protection mistakes are more common than you might think. Because they dedicate their careers to helping others, physicians often put their financial well-being
A Career With Purpose: The Story of My Life As a Wealth Manager
Like many people, I find myself constantly motivated by a deep sense of purpose—a kind of inner compass that influences my decisions, ignites my passions,
Higher Interest Rates: What They Could Mean for Your Portfolio and Investment Goals
Over the past few years, it seems that markets, investors, and even our own clients have been focused on interest rates and their effect on
Diversification Dilemma: Evaluating the Risk of Concentrated Stock Holdings
Despite the mountain of articles available that discuss the benefits and methods of diversification when investing, there are still many situations where an investor may
Five Books That Have Inspired Me
As an ardent reader, I’ve curated a list of five books that have left an indelible mark on my personal journey and shaped my approach
Empowering Wealth: How My Husband and I Manage and Invest Our Money
I want to let you in on a little secret: my husband and I make very similar choices in investing our money as I recommend
Boost Your Retirement Savings With Roth Conversion Benefits
Do you want to save more of your hard-earned money and boost your retirement savings? A Roth conversion might be the answer. By transferring your
Navigating Wealth: Unraveling the Differences Between Wealth Management and Investment Management
When it comes to financial advisory services, there are a lot of options out there—each with its own unique structure and approach. From a distance,
Stay Ahead of Tax Season: Your Tax Preparation Checklist
Tax time is here! As a wealth manager at Deerfield Financial Advisors, I’m all too familiar with the chaos that can occur every year around
How to Maximize Your Eli Lilly Benefits
As part of the Eli Lilly family, you have access to a range of valuable benefits designed to enhance your present and future well-being. Maximizing
Game Plan for Tax Savings: Optimizing Your Financial Future
At Deerfield Financial Advisors, one of the many financial insights we share with our clients is how to realize tax savings. While tax planning can
Embracing Financial Independence: The Path to Freedom and Fulfillment
You register for an upcoming meditation retreat and enroll in a new nutrition program. You invest in new hiking boots for your whole family before
Wealthwhile℠: A Case Study in Business Exit Planning
In family financial planning, sensitivity is just as important as practicality and calculations. After all, many families need help making important, objective decisions, and financial
The Mindful Approach to Money I Taught My Kids
Raising kids is never easy—especially when it comes to money. That’s why it’s important to start teaching them about money early on. My husband and
The Biggest Exit-Planning Mistakes I See Small Business Owners Make
If you’re a small business owner, the effort you put into leaving your company is just as important as the effort you put into starting
