Turn Your Home into a Rental: 5 Tax Hacks to Save BIG Got a sweet 3% mortgage, but new loans are clocking in around 7%? Keeping your current place and turning it into a rental… Read More
Turn Your Home Into a Rental: 5 Tax Hacks to Cut Your Bill
5 Retirement Mistakes That Could Cost You Millions and How to Avoid Them
5 Retirement Mistakes That Could Cost You Millions (and How to Avoid Them) Think losing a few thousand hurts? Try letting simple missteps snowball into a seven-figure hit. You work too hard to wing your… Read More
Quiet Wealth: Building Real Financial Freedom Without Flash
Quiet Wealth: The Ultimate Superpower for Real Financial Freedom What if the happiest, most secure people you know are the ones you’d never guess are wealthy? That’s the heart of quiet wealth. You build real… Read More
1099 vs W2: What You Should Know on Taxes, Benefits, Pay
1099 vs. W2: Which Path Fits Your Money, Benefits, and Lifestyle? You just got an offer, and now you are Googling like crazy. Should you take the W2 or 1099? If you are a physician,… Read More
Retirement Spending: Drop, 70-80% Rule, or Smile Curve?
How Much Does Retirement Spending Drop? The Real Smile Curve Does your spending really fall once you retire, or is that wishful thinking? You have probably heard that you only need a slice of your… Read More
5 Signs You’re a Financial Guru
5 Signs You’re a Financial Guru (Even If You Doubt It) Are you quietly crushing it with your money without even noticing? It happens more than you think. You build good habits, make a few… Read More
Open Enrollment: Your Benefits Guide for Physicians & High Earners
Your Guide to Open Enrollment: Choosing the Right Benefits (Physicians and High Earners) Open enrollment rolls around every fall, usually in October or November. If you work on an academic calendar, it might show up… Read More
Top Investing Mistakes High Earners Make and How to Avoid Them
5 Investing Mistakes High-Income Households Make (And How to Easily Dodge Them) Big income. Big opportunities. Big…mistakes? That’s right, friend. When your paycheck numbers start hitting the “oh wow” level—maybe you’re a rockstar physician, or… Read More
5 Tax Moves Every High-Income Household Should Use for Big Savings
5 Must-Know Tax Moves for High-Income Households Before Year-End (2025 Edition) Tired of scrambling every March, hunting for last-minute tax tricks like socks in the dryer? If you’re in a high-income household (yes, I’m looking… Read More
What to Review Before Your Next High-Income Move: Your Job Change Checklist
What to Review Before Changing Jobs: Physician and High-Income Professional Job Transition Checklist Thinking about changing jobs? If you’re a physician or another high-income professional, this move could have a major impact on your finances,… Read More