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  • About
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    • Disclosures
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    • Financial Planning
    • Investment Management
    • Retirement Planning
      • Life Insurance
        • Indexed Universal Life (IUL) Insurance
        • Universal Life Insurance
        • Variable Universal Life (VUL) Insurance
        • Whole Life Insurance
        • Group Life Insurance
        • Permanent Life Insurance
        • Term Life Insurance
      • Annuities Insurance
        • Fixed Annuities
        • Fixed Indexed Annuities
        • Variable Annuities
        • Deferred Annuities
        • Immediate Annuities
        • Lifetime Annuities
        • Qualified Annuities
        • Annuities Types
    • Small Business Solutions
      • Disability Insurance for Dentists
      • SEP IRA (Simplified Employee Pension)
      • SIMPLE IRA (Savings Incentive Match Plan for Employees)
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Author: Michael Kamali, Doctor of Business Economics candidate

Retirement Savings for California Doctors & Dentists: The Real Scoop
Retirement Savings for California Doctors & Dentists: The Real Scoop
Michael Kamali, Doctor of Business Economics candidateJuly 22, 2025
By Michael Kamali, MBA, ChFC, ChE – Doctor of Business Economics candidate As a Fiduciary...
Read More
Is California’s Debt Eating Into Your Investment and Retirement? A Must-Read for CA Doctors and Dentists
Is California’s Debt Eating Into Your Investment and Retirement? A Must-Read for CA Doctors and Dentists
Michael Kamali, Doctor of Business Economics candidateJuly 21, 2025
Michael Kamali, Doctor of Business Economics candidate  Fiduciary Financial Advisor for California Doctors & Dentists...
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California Doctors and Dentists: Chase Sapphire Reserve: The Reality Behind the Hype
California Doctors and Dentists: Chase Sapphire Reserve: The Reality Behind the Hype
Michael Kamali, Doctor of Business Economics candidateJune 24, 2025
In the world of premium credit cards, the Chase Sapphire Reserve is often touted as...
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