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
Your HSA Can Be a Great Tax Tool
Retirement Planning
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
The Simple Financial Plan in 9 Steps
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
9 Incredible Money Habits for Doctors to Establish ASAP
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
Financial Planning for Doctors in Five Easy Steps!
While financial planning for doctors is a long process that relies heavily on personal circumstances and preferences, we break it down into a simple five step process to get you on the right path. This… Read More
Financial Checklist for Physicians
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
The Annual Financial Check-Up for Doctors
As a doctor, you’re probably incredibly familiar with performing annual check-ups for your patients — but it’s important to have an annual financial check-up as a doctor, too. We have a very long list, both… Read More
8 Ways To Achieve Financial Success as a New Attending
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