High IncomeHigh Income EarnersRetirementSavings What you need to know about the FIRE method What if I told you that you could potentially retire in your 40s and enjoy…Theo DesmulierOctober 14, 2021
Asset ProtectionEstateHigh Income EarnersInvestmentRetirementSavingsTax A Path to Financial Freedom, for Doctors Earning a high income, unfortunately, does not automatically translate into wealth. While you, as a…Theo DesmulierSeptember 13, 2021
EstateHigh IncomeInvestmentRetirementTax What you need to know about Real Estate Investing As a reminder, I embrace the fiduciary responsibility at all time with clients and new…Theo DesmulierJanuary 29, 2021
EstateInvestmentRetirementTax The Snowbird Lifestyle and Things to Think About Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily…Theo DesmulierDecember 28, 2020
Asset ProtectionDivorceEstateInvestmentRetirementTax What to plan financially before, during and after filing for divorce One of my trusted partners, Arielle Brandt, Divorce Attorney, asked me to write an article…Theo DesmulierNovember 6, 2020
Asset ProtectionHigh Income EarnersInvestment Bonds : a commonly misunderstood asset class Why am I talking about Bonds right now? I usually have conversations with higher net…Theo DesmulierOctober 29, 2020
Asset ProtectionEstateInvestmentRetirementSavings Creating a Financial Plan : The Process If this year has taught us anything, it’s that anything CAN happen. Planning for emergencies…Theo DesmulierSeptember 23, 2020
InvestmentSavings Why Should You Invest? As you may already know if you’ve been watching my YouTube videos, my goal is…Theo DesmulierAugust 4, 2020
InsuranceInvestmentRetirementTax 5 things to know before investing in annuities and similar products As you may already know if you’ve been watching my YouTube videos, my goal is…Theo DesmulierJuly 23, 2020
Asset ProtectionInvestmentSavingsYoung Families Robinhood, E*Trade, Acorn, Stash : Things to know when using an app for your finances In today’s world, a lot of things are becoming easier. Investing with apps has become…Theo DesmulierJuly 8, 2020
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