What Does a Financial Planner Do & When to Hire One? Hiring a financial planner can feel like a big step, but it doesn’t have to be overwhelming. Whether you’re managing your investments confidently or… Read More
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2026? What might not be as clear is what type… Read More
Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… Read More
Solo-K vs SEP IRA: Choosing the Right Retirement Plan for Self-Employed Individuals Retirement planning can be daunting, especially if you’re self-employed. With several options at your disposal, it can be challenging to decide which retirement… Read More
Should You Open a Roth IRA for Your Child? Here’s What You Need to Know Have you ever wondered if you can open a Roth IRA for your child? You’re not alone. Many parents are… Read More
Six Alternatives to Your 401k or 403b Plan Usually, your 401k or 403b is your best bet for retirement savings. However, there are times when these options might not be available to you. Perhaps you… Read More
New Attending Physician Pay Jump: What to Do Next As a new attending physician, you’re finally seeing a significant boost in your income. After years (a decade?!?) of hard work, long hours, and strict budgets… Read More
One of the most common questions we get is “how do I build a budget as a medical resident?” This came up when we first moved to Philly in 2015, and we had our new… Read More
What to Look for in a Financial Advisor Choosing the right financial advisor can feel overwhelming. Whether you’re considering hiring one for the first time, switching to someone new, or just evaluating your current advisor,… Read More
Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… Read More