Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… Read More
Financial Wellness
Seven Ways a Financial Planner Can Help a Physician
A very common question(s) we get; What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More
Financial Planning for Last Year of Training Physicians
You are headed down the home stretch: your last year as a training physician is coming to an end, and that means it’s time to update your financial planning accordingly. Whether you are finishing up… Read More
Top 6 Money Errors Doctors Make
Because there are a lot of money errors that doctors make, we’ve got to ask: Are you a physician struggling with your finances? Although physicians often make a higher-than-average income (sometimes much higher!), they can… Read More
Building the Best Budget for Medical Residents
One of the most common questions we get is “how do I build a budget as a medical resident?” This came up when we first moved to Philly in 2015, and we had our new… Read More
Financial Planning for a Medical Resident
Before we talk about financial planning for medical residents, let’s start with the most important part first: your primary goal while in residency or fellowship should be to become an exceptional doctor. The kicker is… 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
9 Incredible Money Habits for Doctors to Establish ASAP
Your habits inform the way you live your life — whether you consciously realize it or not. Those habits don’t only impact your personal life; they can also affect your money. Are you a spender… Read More
The 7 Most Important Things to Know About Physician Mortgage Loans
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
13 Financial Tips for Physicians
Many physicians wonder how they can get ahead financially, but the truth is that building lifelong financial stability is less about having the best possible “trick up your sleeve” and more about having long-term dedication…. Read More