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
Retirement Planning
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
Key Financial Aspects for Locum Tenens Physicians

In the past, few doctors gave locum tenens much consideration as a possible career path. Stability and growing within one company were the main goals for many. However, newer generations of physicians have a different… Read More
Top Retirement Mistakes for High-Income Earners

Top Retirement Mistakes for High-Income Earners Planning for retirement as a high-income earner comes with its own set of challenges. When you’re riding high on a successful career with a healthy paycheck, it’s easy to… Read More