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Protecting Your Practice and Your Portfolio: Risk Management and Investment Planning for Healthcare Providers

by cognisgrpcom | May 30, 2025 | Goals-Based Investments, Goals-Based Planning, Self-Employed

Introduction Why Risk Management and Investment Planning Matter for Healthcare Providers As a healthcare provider, your primary focus is on caring for your patients and advancing your career. However, the nature of your profession exposes you to unique financial risks...

Financial Wellness and Coaching: A Guide for Travel Nurses

by cognisgrpcom | May 29, 2025 | Goals-Based Planning, Personalized Solutions, Retirement Planning

As a travel nurse, your career is filled with adventure, flexibility, and the rewarding opportunity to impact lives across the country. But this unique lifestyle also brings financial challenges — irregular income, frequent moves, tax complexities, and the need to...

Integrating Retirement Planning and Investment Management: ETF Model Portfolios for Healthcare Practitioners

by cognisgrpcom | May 28, 2025 | Goals-Based Investments, Goals-Based Planning, Retirement Planning

Executive Summary Healthcare practitioners face unique financial planning challenges, balancing demanding careers with the need to prepare for a secure retirement. Integrating Exchange-Traded Fund (ETF) model portfolios into retirement accounts such as 401(k)s, IRAs,...

Balancing Risk and Reward: Designing ETF Model Portfolios for Healthcare Practitioners at Different Career Stages

by cognisgrpcom | May 27, 2025 | Goals-Based Investments, Goals-Based Planning, Personalized Solutions

Introduction Healthcare professionals often experience a demanding career trajectory characterized by long training periods, variable income growth, and significant financial milestones such as home purchases, family planning, and retirement saving. Given these...

Investing Made Simple for Healthcare Practitioners: The Case for an ETF Model-Based Approach

by cognisgrpcom | May 26, 2025 | Goals-Based Investments, Personalized Solutions

Build your wealth efficiently, so you can focus on what matters most—your patients! Introduction Healthcare practitioners face unique financial challenges and opportunities due to demanding careers, irregular income patterns, and limited time for active investment...
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