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
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
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
5 Traps That Can Ruin Your Roth IRA When it comes to managing retirement accounts, the Roth IRA is a popular choice due to its tax-free growth and withdrawal benefits. However, certain life events can… Read More
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
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
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
Why High-Income Professionals Should Rethink IRAs: A Deep Dive into Simplification, Asset Protection, and Backdoor Roth IRAs While Individual Retirement Accounts (IRAs) are undoubtedly popular tools for retirement planning, they may not always be the… Read More
Unlocking Tax Savings with a Donor Advised Fund (DAF) In the realm of philanthropy and tax planning, a Donor Advised Fund (DAF) serves as a strategic financial tool that enables individuals to enhance their charitable… Read More