Eric Imley, CFP

07/19/2022

PARTNER PHYSICIANS: It's not too late to 'buy the dip' (but only if it's the right move for YOU!)

PARTNER PHYSICIANS: It's not too late to 'buy the dip' (but only if it's the right move for YOU!) ...

06/01/2022

PARTNER PHYSICIANS: Today's blog post is for you!

High inflation is certain to impact both the partnership and your finances. Here's how and why—and what you can do to prepare for whatever lies ahead.

PARTNER PHYSICIANS: Today's blog post is for you! High inflation is certain to impact both the partnership and your finances. Here's how and why—and what...

05/04/2022

Partner Physicians: Bonds aren't performing like many investors expect. In today's blog post, I look at why things have changed and how to determine your best next step in this new market environment.

Partner Physicians: Bonds aren't performing like many investors expect. In today's blog post, I look at why things have changed and how to determine your...

04/07/2022

PHYSICIANS: Concerned about how recent events may impact your retirement savings? Today's blog post includes some insights that may help put you at ease.

War. Inflation.

03/01/2022

Partner Physicians: Is the stock market making your head spin? Here's a reminder that the cycle of history rarely surprises...

In the early days of the pandemic, the stock market was in a spiral. The world was reeling in the face of the unknown, and it was a scary time for all of us in many ways, including as investors.

02/07/2022

PARTNER PHYSICIANS: Wondering how protected your retirement portfolio is in the face of market volatility? Here's how your pension puts safety on your side...


https://www.linkedin.com/pulse/how-common-plan-helps-protect-your-financial-future-eric-imley-cfp/

01/05/2022

PARTNER PHYSICIANS: What's your plan for improving your financial health in 2022? Today's blog post shares how an annual financial checkup can pave the way—and 4 money moves that can help.

PARTNER PHYSICIANS: If achieving greater financial health is on your list of New Year’s resolutions, these 4 money moves are a great place to start. #...

12/02/2021

PARTNER PHYSICIANS: Are cryptocurrencies a smart investment for YOU? In today's blog post, I share my thoughts on the newest investment craze, as well as 3 steps to help grow AND protect your assets should you decide to jump on the bandwagon.
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The news this week included the major announcement that Jack Dorsey has stepped down from his role as CEO of Twitter. One reason: he is planning to spend more time building up his other company, Square, which enables business to collect payments using a tiny gadget attached to a mobile phone.

10/01/2021

PARTNER PHYSICIANS: What’s the difference between comprehensive financial advice and investment management? The answer is simple (and it matters to your long-term financial health!)...

I hear the question all the time: What’s the difference between comprehensive financial advice and investment management? The answer is simple: Comprehensive financial advice addresses your entire financial situation (even areas over which your advisor has no control), while investment management ...

09/15/2021

Physician benefits: Is pet insurance right for you?

As a Partner Physician, you have access to some amazing perks—including the option to purchase health insurance coverage for your pets. Considering the high costs of veterinary care, it’s no wonder I often hear this question from my clients: Is pet health insurance offered through the partnershi...

06/03/2021

In today's blog post: Partner Physicians must choose whether to elect the new LTC insurance option by June 15. What's the right choice for you? The answer lies in the math... and your own comfort with risk.

SoCal Partner Physicians now have the option to sign up for Long-Term Care (LTC) insurance at a discounted rate through Transamerica. To participate, all you need to do is make your selection by the June 15 deadline and then pay your monthly premiums.