What to Look for in a Financial Advisor Choosing the right financial advisor can feel overwhelming. Whether you’re considering hiring one for the first time, switching to someone new, or just evaluating your current advisor,… Read More
Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… Read More
Common Backdoor Roth IRA Questions Answered If you’re a high-income earner trying to secure your retirement with a Roth IRA, you’ve probably come across the term “Backdoor Roth IRA.” It’s an essential strategy to bypass… Read More
Before we talk about financial planning for medical residents, let’s start with the most important part first: your primary goal while in residency or fellowship should be to become an exceptional doctor. The kicker is… Read More
Year-End Tax Planning Deadlines and Items to Consider As the end of the year approaches, it’s the perfect time to tackle your tax planning. Whether you’re wrapping up 2024, preparing for 2025, or even glancing… Read More
Many physicians wonder how they can get ahead financially, but the truth is that building lifelong financial stability is less about having the best possible “trick up your sleeve” and more about having long-term dedication…. 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
Ask Me Anything, Volume 5: Your Questions on Student Loans, Housing Budgets, and Lifestyle Creep Answered Welcome back to another round of Ask Me Anything! For this fifth edition, you’ve sent in fantastic questions covering… Read More
Unlocking the Secrets of the Backdoor Roth IRA: Key Strategies and Mistakes to Avoid When it comes to retirement planning, the Roth IRA stands out due to its tax-free growth and withdrawal benefits. However, high… Read More
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