MWA EP. 2: The Transformation into Perspective 6 Group
Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis…
2 Min ReadThe MedTech Wealth Advisor Podcast is Live!
In the first episode of The MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to offer you more than just a bio. Matt shares a deep dive into his philosophies that have shaped…
2 Min ReadThe Importance of a Healthcare Directive
Healthcare directives, also known as advance directive or living will, are legal documents that allow individuals to express their healthcare preferences and decisions in advance. It guarantees medical wishes are respected even if a person becomes…
2 Min ReadFall 2023 Market Insights
Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…
3 Min ReadWhy Should I Consider a Roth Conversion?
A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…
3 Min ReadWhat Are 529 Plans?
A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…
2 Min ReadQualified Charitable Distributions (QCDs): The Basics
Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…
2 Min ReadMedical Alley Partnership
Perspective 6 Group is excited to announce that we’re officially a Medical Alley partner! We are thrilled to take part in Medical Alley and its global community. With this partnership, our team will gain even more…
2 Min Read