How to Save for Short-Term Goals While Also Saving for Retirement Balancing your short-term financial goals with long-term retirement planning can feel like a juggling act. Whether you’re saving for a down payment on a… Read More
Financial Wellness
7 Financial Planning Tips for Locums Docs
Before we get into the importance of financial planning for locums docs, we need to set something straight. As a doctor, you got into this profession to make a difference in people’s lives. However, as… 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
Your HSA Can Be a Great Tax Tool
It is safe to say no one likes taxes, and one of the most common questions we get is, “Chad, what are some good ways to help with my tax bill?” Our first compliant answer,… Read More
Important Financial Considerations for Academic Physicians
There are important financial considerations for academic physicians, which play a vital and often under-appreciated role in our healthcare system. Not only can academic physicians be the driving force in medical advancements through research, but… Read More
The Simple Financial Plan in 9 Steps
Financial planning doesn’t have to be difficult; in fact, it’s simple to create a financial plan. Yes, there is a lot of technical jargon and complicated things we financial planners do behind the scenes, but… 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
Financial Planning for Doctors in Five Easy Steps!
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
Financial Checklist for Physicians
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
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