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...
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...
by cognisgrpcom | May 23, 2025 | Goals-Based Investments, Goals-Based Planning, Personalized Solutions, Retirement Planning
Navigating retirement planning can be especially challenging for healthcare practitioners due to demanding work schedules and a tendency to focus attention on others before themselves. Recognizing and moderating common behavioral biases—such as overconfidence,...
by cognisgrpcom | May 21, 2025 | Goals-Based Planning, Personalized Solutions, Retirement Planning
Retirement planning requires strategies that offer stability and predictability, regardless of income level. Guaranteed income strategies provide a reliable financial foundation by ensuring a steady stream of payments, which can protect retirees from market...
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...
