by cognisgrpcom | May 14, 2025 | Goals-Based Investments, Goals-Based Planning, Personalized Solutions, Retirement Planning
As a healthcare practitioner, you understand the importance of protecting your patients’ health. But have you given enough thought to protecting your own financial health? Insurance is a critical—but sometimes overlooked—component of a comprehensive, goals-based...
by cognisgrpcom | May 12, 2025 | Personalized Solutions, Plan-Participants, Plan-Sponsors
As a plan sponsor, selecting an investment lineup and default investment option (QDIA) that best serves your participants is critical. An all-ETF fund lineup combined with advisor-managed accounts as the QDIA is an increasingly popular approach that leverages the...
by cognisgrpcom | May 12, 2025 | Goals-Based Investments, Personalized Solutions, Retirement Planning
Healthcare practitioners dedicate their lives to caring for others, but when it comes to managing their own investments, many face unique challenges. Long work hours, late career starts, and complex financial situations can lead to costly investment mistakes....
by cognisgrpcom | May 12, 2025 | Retirement Planning
As a healthcare provider, your demanding schedule and unique financial circumstances make retirement planning both crucial and challenging. With long training periods, potentially high student loan debt, and fluctuating income streams, it’s essential to leverage every...
by cognisgrpcom | May 8, 2025 | Goals-Based Investments, Personalized Solutions
Goals-based investing is more than just a theory—it’s a practical strategy that helps people achieve their financial dreams by aligning investments with specific objectives. To bring this approach to life, let’s explore a few real-world case studies showcasing how...
