Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study! Today’s topic is an important one that many of us often ponder: “Am I saving enough?” This question came from one of… Read More
Unleashing the Power of Roth Conversions for High-Income Earners As a high-income earner, you’re likely no stranger to leveraging various financial strategies to optimize your savings and minimize your tax burden. Today, we’re diving into… Read More
Unpacking the New 529 to Roth Transfer: Guidelines and Strategic Insights for 2025 and Beyond The introduction of the ability to transfer funds from a 529 plan to a Roth IRA marks a significant shift… Read More
Are you a physician struggling with your finances? Yes, we see a lot of money errors from doctors (It happens! It can be fixed. I promise.). In this post, we will cover the top 6… Read More
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
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