Financial planning doesn’t have to be difficult; in fact, it’s simple to create a financial plan. Yes, there is a lot of technical jargon and complicated things we financial planners do behind the scenes, but… Read More
Your habits inform the way you live your life — whether you consciously realize it or not. Those habits don’t only impact your personal life; they can also affect your money. Are you a spender… Read More
While financial planning for doctors is a long process that relies heavily on personal circumstances and preferences, we break it down into a simple five step process to get you on the right path. This… Read More
One of your most important financial decisions is how much student loan debt is acceptable to obtain your degree — and with the cost of student loans getting so high, it’s important to know how… Read More
Common Tax Deductions for 1099 Income Physicians If you’re a physician earning 1099 income, whether from a side hustle or your practice/hospital, you might be missing out on some significant tax deductions. Maximizing your deductions… Read More
We know just how hectic your life as a physician can be, which makes it incredibly difficult to complete a financial checklist for physicians, even if you know how important it is. So when you… Read More
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Unlocking the Secrets of the Backdoor Roth IRA: Key Strategies and Mistakes to Avoid When it comes to retirement planning, the Roth IRA stands out due to its tax-free growth and withdrawal benefits. However, high… Read More
It’s important to make the most of open enrollment, the period during the year that an employer allows its employees to elect or change benefit options available to them. These benefits vary by employer but… Read More
A very common question(s) we get: What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More