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
Is Your Emergency Fund in the Right Place? The Best and Worst Options Life throws curveballs. A sudden car repair, an unexpected medical bill, or a job loss can leave you scrambling. That’s where an… Read More
Ask Me Anything: Top Financial Mistakes Doctors Make (and How to Avoid Them) You spend years in training, mastering the art of medicine. But what about managing your money? It’s easy to let financial planning… Read More
The 529 Plan: Your College Savings Questions Answered College is expensive. You know it, and I know it. As costs continue to climb, many parents are looking for smart ways to save for their children’s… Read More
5 Investments For Your Child That Are Better Than Money Want to set your kids up for a lifetime of success, without emptying your wallet? It’s not just about giving them money. It’s about equipping… Read More
Ask Me Anything (Volume 6): Decoding Physician Finances & Prioritizing Your Money Feeling overwhelmed by the sheer volume of financial decisions you face as a physician? You’re not alone. From managing student loans to saving… Read More
Unlock College Savings: How 529 Plans Impact Your Financial Aid Saving for college can feel like navigating a financial maze, right? You want to give your child the best start, but you also don’t want… Read More
Are You Sitting on a Ticking Tax Bomb? RMDs and Your Retirement Are you doing everything right, saving diligently for retirement? Great! But, uh oh, is there a ticking tax bomb lurking in your future?… Read More
3 Tax-Smart Strategies to Supercharge Your Retirement Approaching retirement? It’s not just about how much you save but how you manage those savings. Taxes can take a big bite out of your nest egg if… Read More