2026 Roth Catch-Up Contributions: New Rules for High Earners 50+ (Don’t Lose $11,250) Last Update: If you’re over 50 and your income is on the higher side, 2026 comes with a retirement-plan curveball. The catch-up… Read More
The 2026 Budget Reset Challenge: Turn Holiday Regret Into a Winning Year Early January has a certain vibe. You open your credit card app, you scroll a little too far, and your stomach does that… Read More
7 New Year’s Financial Resolutions That Actually Work in 2026 (And How to Stick to Them) You know the routine. January hits, you feel motivated, you make big promises to yourself, and then life happens…. Read More
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
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
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
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
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
Ask Me Anything Volume 8: Understanding Married Filing Separately and Powerful Tax Strategies for Physicians Managing finances as a physician can be challenging. You face tricky tax rules, ongoing student loans, and constant decisions about… Read More
How to Talk About Finances with Your Partner: A Guide for High-Income Households Money. It’s not just about numbers; it’s about dreams, security, and the future you’re building together. For high-income couples, the financial landscape… Read More