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
Financial Checklist for Physicians
Retirement Planning
Is Your 401K Worth It? Here’s What You Need to Know
Is Your 401K Worth It? Here’s What You Need to Know “Is a 401K really worth it?” It’s a great question, and you’re not alone in asking it. In fact, it’s one of the most… Read More
5 Reasons Why a Roth Conversion Might Be a Bad Idea
5 Reasons Why a Roth Conversion Might Be a Bad Idea You’ve probably heard the buzz about Roth conversions—they’re often touted as a slam-dunk retirement strategy. The allure of tax-free growth and the option to… Read More
Four Ways High-Income Families Pay For College
Four Ways High-Income Families Can Pay for College Preparing to send your children to college is a big step, especially for high-income families. Despite earning a good income, you might find that traditional financial aid… Read More
Rescue Your Old 401k Now!
Rescue Your Old 401k Now! Key 2024 Updates and Solutions Today’s discussion focuses on an essential topic for your financial future: rescuing your old 401(k) plan. With significant updates that took effect on January 1,… Read More
7 Vital Personal Finance Lessons
7 Vital Personal Finance Lessons Welcome to today’s journey into the heart of personal finance. We’re not diving into stocks or telling you to max out your 401(k); instead, we’re focusing on the softer side… Read More
4 Overrated Personal Finance Topics
4 Overrated Personal Finance Topics I know, I know—this post is likely to ruffle a few feathers, but I think it’s essential to address some personal finance topics that are, in my humble opinion, a… Read More
5 Traps That Can Ruin Your Roth IRA
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
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
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
You Should Not Have an IRA as a High-Income Earner!
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