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
Ask Me Anything, Volume 5: Your Questions on Student Loans, Housing Budgets, and Lifestyle Creep Answered Welcome back to another round of Ask Me Anything! For this fifth edition, you’ve sent in fantastic questions covering… Read More
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
Exploring Aggressive and Controversial Tax Strategies As we inch closer to the end of the year, you might find yourself surrounded by advice on how to cut down your tax bill. If you’ve been on… Read More
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
5 Simple Ways to Evaluate a Rental Property and Win Real estate is one of the hottest topics in the investing world, and for good reason. Everyone dreams of that steady passive income, right? Especially… Read More
7 Financial Milestones High-Income Earners Should Hit by 40 If you’re approaching your 40s or already there and you’re a high-income earner, it’s time to get serious about where you stand financially. You’ve worked hard… Read More
5 Reasons Why a Roth Conversion Might Be a Bad Idea You’ve probably heard the buzz about Roth conversions—they’re often touted as a slam-dunk retirement strategy. The allure of tax-free growth and the option to… Read More
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
High Income Earners: Trifecta for Retirement Planning Imagine reaching your golden years with a rock-solid plan for financial security. For high-income earners like physicians, dentists, and vets, retirement planning involves more than just saving money…. Read More