While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
Everyone knows they need to save for retirement if they want to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2023? What might not be as clear… Read More
As a physician, you are in a fortunate spot to have to use taxable investment accounts. However, many of us feel cold sweat bead down our neck when we hear “taxable” as a high-income household…. Read More
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
The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… 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
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
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
Congratulations — you’re coming up on a very exciting time in your medical career, and that means it’s time to achieve financial success as a new attending physician! As an attending, you have many doors… Read More
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