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Financial Planning Resources

Ophthalmology Times and the Grande Financial Services Inc. are pleased to announce an addition to its collaboration. Together, we are launching this Money Matters financial educational landing page. In this video, learn about Grande Financial Services and what this page hopes to provide physicians.

An investment plan takes into account long-term financial goals. Use this interactive tool as a first step to beginning a personal investment plan. 

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View all the videos from Grande Financial Services in our video archive.

Video Archive

Money Matters Ophthalmology

How to protect yourself against long-term care costsOne 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 happierAfter 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.
Weighing the best retirement plan for practice, employees
Is ‘retirement’ based on outdated rules?When considering retirement, today's physicians need to outline their current financial situation; list and prioritize goals; and have a plan prepared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.
Why market timing cannot beat a disciplined strategyIf investors are not in the market when it begins to move up again, they may miss a large gain. It is virtually impossible to accurately enter at the top or bottom of the market, especially consistently.
Congress closes some Social Security loopholesA 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 centerOphthalmology 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.
Which retirement plan is right for your practice?If you own a small business (such as a medical practice), many retirement plan alternatives are available to assist you and your eligible employees with retirement planning. To make an informed decision on which plan is right for your practice, review the differences carefully before choosing.
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.