5 Simple Ways to Evaluate a Rental Property and Win Real estate is one of the hottest topics in the investing world, and for good reason. Everyone dreams of that steady passive income, right? Especially… 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
While financial planning for doctors is a long process that relies heavily on personal circumstances and preferences, we break it down into a simple five step process to get you on the right path. This… Read More
One of your most important financial decisions is how much student loan debt is acceptable to obtain your degree — and with the cost of student loans getting so high, it’s important to know how… Read More
The 401K Dilemma: Should You Max Out? Retirement savings can feel overwhelming, especially with the numerous options available. For many, the question boils down to whether or not they should max out their 401(k)/403(b) plan…. Read More
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
3 Auto Insurance Clauses You Must Review Auto insurance is one of those things that many of us tend to overlook once we’ve ticked the box and chosen a policy. But here’s the kicker—auto insurance… Read More
Is Your 401K Worth It? Here’s What You Need to Know “Is a 401K really worth it?” It’s a great question, and you’re not alone in asking it. In fact, it’s one of the most… Read More
7 Financial Milestones High-Income Earners Should Hit by 40 If you’re approaching your 40s or already there and you’re a high-income earner, it’s time to get serious about where you stand financially. You’ve worked hard… Read More
5 Reasons Why a Roth Conversion Might Be a Bad Idea You’ve probably heard the buzz about Roth conversions—they’re often touted as a slam-dunk retirement strategy. The allure of tax-free growth and the option to… Read More