Should You Open a Roth IRA for Your Child? Here’s What You Need to Know Have you ever wondered if you can open a Roth IRA for your child? You’re not alone. Many parents are… Read More
Should I Open A Roth IRA For My Child?
Retirement Planning
No 401k Plan, Now What?
Six Alternatives to Your 401k or 403b Plan Usually, your 401k or 403b is your best bet for retirement savings. However, there are times when these options might not be available to you. Perhaps you… Read More
How to Stop Being a HENRY & Take Control of Your Finances
Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… Read More
AMA Volume 5: Answering Questions on Student Loans, Housing Budgets, and Lifestyle Creep
Ask Me Anything, Volume 5: Your Questions on Student Loans, Housing Budgets, and Lifestyle Creep Answered Welcome back to another round of Ask Me Anything! For this fifth edition, you’ve sent in fantastic questions covering… Read More
How To Build a Tax Efficient Taxable Account as a Physician
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
Physician Side Gigs: Business Structures, Tax Tips, and Investing Strategies
Physician Side Gigs: Business Structure, Taxes, and Investment Strategies Taking on a side gig can be an exciting way for physicians to earn extra income, explore interests, and maximize financial opportunities. But let’s be honest—when… Read More
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
Ask Me Anything: Financial Insight – Volume 4
Ask Me Anything: Financial Insight – Volume 4 It’s time for another chapter in our “Ask Me Anything” series! So many amazing questions have come in over the last few weeks that it’s hard to… Read More