6 Money Habits Holding You Back Managing personal finances effectively is crucial for building wealth and achieving financial security. Over the years, common negative money habits have been identified that can significantly hinder financial progress…. Read More
Financial Wellness
Navigating the Homebuying Journey as a Physician
Navigating the Home Buying Process as a Physician Navigating the home buying process can be a daunting challenge, particularly for physicians who face unique financial circumstances. With recurring questions from clients, readers, and followers, it… Read More
Optimal Order To Save & Invest Your Money As A High-Income Earner
As a high-income earner, managing your finances strategically is not just beneficial—it’s essential. The journey towards fiscal stability and growth involves prioritizing where and how you allocate your resources across various investment vehicles and savings… Read More
Fun Ways To Educate Kids About Money!
Teaching Your Kids About Money: A Comprehensive Guide Managing money wisely is a fundamental life skill, yet many people wish they had learned more about financial management at a younger age. As a parent, you… Read More
5 Money Moves as a Post-Match Physician
Navigating Financial Waters: Five Essential Money Moves for Post-Match Physicians Welcome to a pivotal moment in your medical career! Matching into a residency program not only paves the way for you to become a world-class… Read More
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
Why You Should Prioritize Your Retirement Over Your Kids’ College Savings Today’s topic is a tough one: your retirement is more important than your kids’ college savings. As a parent of three young kids, I… Read More
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study! Today’s topic is an important one that many of us often ponder: “Am I saving enough?” This question came from one of… 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
3 Tax Tips After Year-End
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
7’ish Financial Mistakes To Avoid In Your Accumulator Years
7’ish Financial Mistakes To Avoid In Your Accumulator Years Navigating through your prime earning years is like steering a ship through both calm and stormy waters — it takes careful planning and constant attention to… Read More