What Is a Guaranteed Standard Issue (GSI) Disability Insurance Policy? Imagine waking up one day and realizing you can’t do your job—not just for a few days, but possibly forever. For physicians who’ve spent years… Read More
Asset Protection & Legal
Should I Open A Roth IRA For My Child?
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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
Physician Side Gigs: Business Structures, Tax Tips, and Investing Strategies
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Physician Side Gigs: Business Structure, Taxes, and Investment Strategies Taking on a side gig can be an exciting way for physicians to earn extra income, explore interests, and maximize financial opportunities. But let’s be honest—when… Read More
Financial Planning for Early Career Attending Physicians
This is part two of our financial planning for our early career attending physicians. Earlier on the blog, we got the party started with Financial Planning for Last Year of Training Physicians. The goal of… Read More
How To Use The Gifting Limit Without Uncle Sam
How To Use The Gifting Limit Without Uncle Sam Nobody wants to give Uncle Sam more than they have to, right? As the year comes to a close, everyone scrambles to fine-tune their tax strategy…. Read More
Ask Me Anything: Financial Insight – Volume 4
Ask Me Anything: Financial Insight – Volume 4 It’s time for another chapter in our “Ask Me Anything” series! So many amazing questions have come in over the last few weeks that it’s hard to… Read More
7 Contract Topics Every Physician Must Review
Whether you’re starting your first position as an attending physician or you’re changing jobs part way through your career, every physician must know how to review their employment contract topics. It’s a given that your… Read More
Financial Checklist for Physicians
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
3 Auto Insurance Clauses You Must Review
3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More
AMA Volume 3: Navigating Life’s Financial Crossroads
Ask Me Anything Volume 3: Navigating Life’s Financial Crossroads In the third episode of our “Ask Me Anything” series, we’ll tackle a variety of financial topics. From asset protection during a divorce to understanding the… Read More