Dolan Capital Advisors, Inc.

Insights

Estate Planning Essentials for Atrium Physicians

In this webinar, Benjamin Dolan, President of Dolan Capital Advisors, Inc., and Ryan Monk, President of Monk Law Firm, PLLC discussed essential estate planning tools that every physician needs in their estate plan.

IRS Delays Required Minimum Distributions

IRS Delays Required Minimum Distributions (RMDs) for Traditional IRAs Inherited After 2019

Location, Location, Location!

Different Investments for Different Buckets

The Loss of Daniel Kahneman

Psychologist Daniel Kahneman passed away on March 27th at age 90. Perhaps no other individual had such a pronounced influence on behavioral economics.

Stop and Smell the Azaleas

Embracing the Plan

Navigating Student Loans for Atrium Physicians

In this webinar, Dolan Capital Advisors, Inc. president and founder Benjamin Dolan, CFP® and Joe McGrath of GradFin reviewed the importance of prioritizing student loan payments within your overall financial plan.