Decoding the Cash Balance Plan: The Secret Weapon for Retirement Savings? Are you a high-income earner looking to supercharge your retirement savings? You might be maxing out your 401(k)/403(b) and your Backdoor Roth IRA, but… Read More
Ask Me Anything (Volume 6): Decoding Physician Finances & Prioritizing Your Money Feeling overwhelmed by the sheer volume of financial decisions you face as a physician? You’re not alone. From managing student loans to saving… Read More
Unlock College Savings: How 529 Plans Impact Your Financial Aid Saving for college can feel like navigating a financial maze, right? You want to give your child the best start, but you also don’t want… Read More
Is the S&P 500 Index Enough for Your Investments? Know When to Call in a Financial Advisor You’ve probably heard it before: “Just invest in the S&P 500, and you’ll be fine.” It sounds simple,… Read More
Are You Sitting on a Ticking Tax Bomb? RMDs and Your Retirement Are you doing everything right, saving diligently for retirement? Great! But, uh oh, is there a ticking tax bomb lurking in your future?… Read More
Decoding Form 8606: Your Guide to a Backdoor Roth IRA Are you a high-income earner looking for ways to maximize your retirement savings? The Backdoor Roth IRA might be your answer. It’s a powerful strategy… Read More
3 Tax-Smart Strategies to Supercharge Your Retirement Approaching retirement? It’s not just about how much you save but how you manage those savings. Taxes can take a big bite out of your nest egg if… Read More
Should Physicians Put 20% Down on a Home? When it comes to buying a home, the 20% down payment has long been considered the gold standard. It’s the number you’ve likely heard from lenders, financial… Read More
Are You Wasting Your Time on Credit Card Points? When it comes to credit card rewards, opinions seem to fall into two camps. Some people see them as free money waiting to be claimed, while… Read More
What Is a Guaranteed Standard Issue (GSI) Disability Insurance Policy? Imagine waking up one day and realizing you can’t do your job—not just for a few days, but possibly forever. For physicians who’ve spent years… Read More