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
Should Physicians Put 20% Down on a Home? When it comes to buying a home, the 20% down payment has long been considered the gold standard. It’s the number you’ve likely heard from lenders, financial… Read More
Are You Wasting Your Time on Credit Card Points? When it comes to credit card rewards, opinions seem to fall into two camps. Some people see them as free money waiting to be claimed, while… Read More
The Most Neglected Part of Your Financial Plan: Your Health When you think of financial planning, what comes to mind? Likely savings accounts, investments, or long-awaited retirement. But what if I told you there’s one… Read More
The physician mortgage loan (sometimes called the doctor mortgage loan) was created by banks because of the distinctive challenges physicians face when borrowing due to their high debt-to-income ratios — thanks to student loans. Many physicians… Read More
Top Money Mistakes Physicians and High-Income Earners Make Making a high income doesn’t mean you’re immune to financial missteps. In fact, many physicians and other professionals earning six or seven figures grapple with the same… Read More
3 Tax Tips for After Year-End As the year-end rush subsides, you might think you’ve missed your chance for any meaningful tax planning. However, there are still several tax tips you can use to lower… Read More
5 Smart Steps to Organize Your Finances and Start the Year Right Happy New Year! Whether it’s 2025 or you’re reading this in the years that follow, there’s no better time to tackle your financial… Read More
We built the ultimate first year baby budget by tracking all our major expenses in Ryker’s first year with us (Life update; he is almost 5 now!). As any first-time parent will tell you, YES,… Read More
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