5 Smart Steps to Organize Your Finances and Start the Year Right Happy New Year! Whether it’s 2025 or you’re reading this in the years that follow, there’s no better time to tackle your financial… Read More
Back in 2018, I was asked to speak at the American Society of Colon and Rectal Surgeons (ASCRS) conference, and the topic was simple: How Much Do I Need to Retire as a Physician? Well,… Read More
We built the ultimate first year baby budget by tracking all our major expenses in Ryker’s first year with us (Life update; he is almost 5 now!). As any first-time parent will tell you, YES,… Read More
457(b) Retirement Plan for Physicians: 2025 Guide Think you’ve got retirement figured out with your 403(b)? Think again. The 457(b) retirement plan is the secret weapon many hospital-employed doctors never use—but should. No early withdrawal… Read More
What Does a Financial Planner Do & When to Hire One? Hiring a financial planner can feel like a big step, but it doesn’t have to be overwhelming. Whether you’re managing your investments confidently or… Read More
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2026? What might not be as clear is what type… Read More
Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… Read More
Solo-K vs SEP IRA: Choosing the Right Retirement Plan for Self-Employed Individuals Retirement planning can be daunting, especially if you’re self-employed. With several options at your disposal, it can be challenging to decide which retirement… Read More
Should You Open a Roth IRA for Your Child? Here’s What You Need to Know Have you ever wondered if you can open a Roth IRA for your child? You’re not alone. Many parents are… Read More
Six Alternatives to Your 401k or 403b Plan Usually, your 401k or 403b is your best bet for retirement savings. However, there are times when these options might not be available to you. Perhaps you… Read More