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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, you'll learn about five key estate planning documents–four of which everyone should have.

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.

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Money Matters Ophthalmology

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.
5 steps to help create an estate planWhile many put off estate planning because it can be difficult, there are several tips one can follow that can make the process less stressful.
Piecing together your retirement puzzleWhen meeting with pre-retirees as well as current retirees, one of the most common areas of concern, apprehension, and (at times) outright fear, is whether they will run out of money during retirement.
Investing enters new world orderBased on our experience over the years, we believe the rules of investing and planning for retirement that one can feel confident in have changed forever.
Establish realistic retirement incomeWhether you're in or near retirement, keeping a watchful eye on your spending can be pivotal in determining whether your funds will last at least as long as you do.
Finances: Discover exchange-traded fundsUnderstand exchange-traded funds and why you may want one.
Mutual funds: Seeing is not believingGetting in and out of a mutual fund at the wrong time is generally accounted for by the psychology behind an investor's behavior.
The 'perfect financial storm' of the centuryThe state of the economy is due to several factors including residential real estate, credit-default swaps, and the price of oil along with other increasing commodity prices. Although no two downturns or recessions are ever identical, there is strong historical support for maintaining a long-term view of your portfolio.