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
Insights
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
How to Make the Most of Open Enrollment
It’s important to make the most of open enrollment, the period during the year that an employer allows its employees to elect or change benefit options available to them. These benefits vary by employer but… Read More
Seven Ways a Financial Planner Can Help a Physician
A very common question(s) we get; What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More
Financial Planning for Last Year of Training Physicians
You are headed down the home stretch: your last year as a training physician is coming to an end, and that means it’s time to update your financial planning accordingly. Whether you are finishing up… Read More
Top 6 Money Errors Doctors Make
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
The 3 Biggest Traps in Physician Employment Agreements
I am beyond excited for you to jump into this fantastic guest blog post from Dennis Hursh, where he shares the three biggest traps in physician employment agreements. Not only does Dennis nail this post,… Read More
13 Financial Tips for Physicians
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
7 Tips for Hiring Your Nanny
Hiring a nanny can be incredibly challenging for new parents — but it doesn’t have to be if you follow a few nanny hiring tips. The welfare of your child, both physically and emotionally, is… 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