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
How To Use The Gifting Limit Without Uncle Sam
Insights
Exploring Aggressive and Controversial Tax Strategies
Exploring Aggressive and Controversial Tax Strategies As we inch closer to the end of the year, you might find yourself surrounded by advice on how to cut down your tax bill. If you’ve been on… Read More
Insurance 101 for Physicians In Training
Whether you are a resident or fellow, I am sure you know how essential insurance is for you. The problem is that you may not be sure of what coverage you need or how much…. Read More
Ask Me Anything: Financial Insight – Volume 4
Ask Me Anything: Financial Insight – Volume 4 It’s time for another chapter in our “Ask Me Anything” series! So many amazing questions have come in over the last few weeks that it’s hard to… Read More
7 Contract Topics Every Physician Must Review
Whether you’re starting your first position as an attending physician or you’re changing jobs part way through your career, every physician must know how to review their employment contract topics. It’s a given that your… Read More
Important Financial Considerations for Academic Physicians
There are important financial considerations for academic physicians, which play a vital and often under-appreciated role in our healthcare system. Not only can academic physicians be the driving force in medical advancements through research, but… Read More
Key Financial Aspects for Locum Tenens Physicians
In the past, few doctors gave locum tenens much consideration as a possible career path. Stability and growing within one company were the main goals for many. However, newer generations of physicians have a different… Read More
Top Retirement Mistakes for High-Income Earners
Top Retirement Mistakes for High-Income Earners Planning for retirement as a high-income earner comes with its own set of challenges. When you’re riding high on a successful career with a healthy paycheck, it’s easy to… Read More
The Simple Financial Plan in 9 Steps
Financial planning doesn’t have to be difficult; in fact, it’s simple to create a financial plan. Yes, there is a lot of technical jargon and complicated things we financial planners do behind the scenes, but… Read More
5 Easy Steps to Evaluate Rental Property Success
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