What Most Docs Miss About Their Spouse’s 401(k): Unlocking a Powerful Tax Strategy with NUA If you or your spouse have company stock inside a 401(k), you could be sitting on an overlooked tax gem…. Read More
The Financial Mistake That Could Destroy a Doctor’s Future: Why Disability Insurance Isn’t Optional Picture this: you’ve done the years of school, survived the residency grind, and finally started making the kind of money your… Read More
Ask Me Anything Volume 8: Understanding Married Filing Separately and Powerful Tax Strategies for Physicians Managing finances as a physician can be challenging. You face tricky tax rules, ongoing student loans, and constant decisions about… Read More
Why Pre-Tax Should Still Be Your Go-To For Retirement Savings in Your Peak Physician Years When you earn a high income, every decision about your retirement accounts can have a lasting effect. One of the… Read More
How to Talk About Finances with Your Partner: A Guide for High-Income Households Money. It’s not just about numbers; it’s about dreams, security, and the future you’re building together. For high-income couples, the financial landscape… Read More
Is Your Emergency Fund in the Right Place? The Best and Worst Options Life throws curveballs. A sudden car repair, an unexpected medical bill, or a job loss can leave you scrambling. That’s where an… Read More
Ask Me Anything: Top Financial Mistakes Doctors Make (and How to Avoid Them) You spend years in training, mastering the art of medicine. But what about managing your money? It’s easy to let financial planning… Read More
Review Your Tax Return: Uncover and Correct the Most Common Errors You file your taxes every year, maybe with a professional, and assume everything is correct. But what if there’s money hiding in plain sight,… Read More
The 529 Plan: Your College Savings Questions Answered College is expensive. You know it, and I know it. As costs continue to climb, many parents are looking for smart ways to save for their children’s… Read More
5 Investments For Your Child That Are Better Than Money Want to set your kids up for a lifetime of success, without emptying your wallet? It’s not just about giving them money. It’s about equipping… Read More