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
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
While financial planning for doctors is a long process that relies heavily on personal circumstances and preferences, we break it down into a simple five step process to get you on the right path. This… Read More
We know just how hectic your life as a physician can be, which makes it incredibly difficult to complete a financial checklist for physicians, even if you know how important it is. So when you… 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
Ask Me Anything Volume 2: Your Financial Questions Answered Welcome to another round of “Ask Me Anything,” where we tackle your financial questions with straightforward insights. If you caught the previous volume, you know the… Read More
10 Personal Finance Rules They Didn’t Teach You in School Have you ever wondered why personal finance isn’t a larger part of the school curriculum? Many of us have gone through a decade-plus of education… Read More