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
Physician Side Gigs: Business Structure, Taxes, and Investment Strategies Taking on a side gig can be an exciting way for physicians to earn extra income, explore interests, and maximize financial opportunities. But let’s be honest—when… Read More
Before we get into the importance of financial planning for locums docs, we need to set something straight. As a doctor, you got into this profession to make a difference in people’s lives. However, as… Read More
This is part two of our financial planning for our early career attending physicians. Earlier on the blog, we got the party started with Financial Planning for Last Year of Training Physicians. The goal of… Read More
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
How To Use The Gifting Limit Without Uncle Sam Nobody wants to give Uncle Sam more than they have to, right? As the year comes to a close, everyone scrambles to fine-tune their tax strategy…. Read More