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
The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… Read More
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
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
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