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
Insights
Student Loans and How We Got Here
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
10 Common Tax Deductions for 1099 Physicians
Common Tax Deductions for 1099 Income Physicians If you’re a physician earning 1099 income, whether from a side hustle or your practice/hospital, you might be missing out on some significant tax deductions. Maximizing your deductions… Read More
Financial Checklist for Physicians
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
Major Student Loan Updates, Summer 2023
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The Backdoor Roth IRA and Three Mistakes to Avoid
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
How to Make the Most of Open Enrollment
It’s important to make the most of open enrollment, the period during the year that an employer allows its employees to elect or change benefit options available to them. These benefits vary by employer but… Read More
Seven Ways a Financial Planner Can Help a Physician
A very common question(s) we get: What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More
Financial Planning for Last Year of Training Physicians
You are headed down the home stretch: your last year as a training physician is coming to an end, and that means it’s time to update your financial planning accordingly. Whether you are finishing up… Read More
The 3 Biggest Traps in Physician Employment Agreements
I am beyond excited for you to jump into this fantastic guest blog post from Dennis Hursh, where he shares the three biggest traps in physician employment agreements. Not only does Dennis nail this post,… Read More