Why is disability insurance so important? Your future income is your biggest asset. It’s far more valuable than your home or car. Why not insure it?
The Physician and Dentist’s Complete Guide to Long Term Disability Insurance
How Much Should Physicians Spend on Their Home To Avoid Becoming House Poor?
5 Doctor Mortgage Loan Downsides You’ve Not Considered
Physician mortgage loans tend to get sold as the best deal. They’re positioned as a no-lose product that you’d be crazy to pass on; all the benefits of traditional mortgages but without the big down payment and at no extra cost. Add in the special provisions designed specifically for physicians and you’ve got the swiss army knife of mortgage loans. Sound too good to be true?
Can you maximize a 401k, 403b and a 457?
How much do you know about your retirement plan, or retirement plans in general? Questions about these plans come up all the time, and you might be surprised by what you don’t know! Q: Can…
Read More
A Guide to Public Service Loan Forgiveness (PSLF)
Get More Value and Stop Leaving Money on the Table At some point, most physicians will need to consider his or her best option for student loan repayment. One thing that everyone should look into…
Read More
Dealing With Market Downturns
When it comes to investing, perhaps the single most common thing we see that trips up our clients is the temptation to act on the chatter and news around them. Whether it be a newspaper article,…
Read More
PSLF Application Review
The long awaited PSLF application finally went live late last year. Just in time for the first round of PSLF applicants. We’ve finally started hearing confirmed reports of PSLF forgiveness actually being granted. So it’s officially…
Read More
Monitor Spending in 10 Minutes Per Month
Do you feel like you’ve lost control of spending? Maybe you make good money. But as you earn more, you just seem to spend more. You don’t feel like you’ve really changed anything, but old luxuries become…
Read More
How Much Do You Really Pay In Hidden Fees and Commissions
The world of financial services is far from transparent. Fortunately, it’s slowly improving as financial planning becomes more of a profession. But we still have a long way to go. Today, there are three main types…
Read More
Roth Conversion Opportunities for Young Physicians
Ultimately depending on a lot of variables, roth conversions can hurt or help your financial position. Is the strategy right for you? Maybe. Here’s what you need to know in order to identify whether or…
Read More
When Back-Door Roth IRAs Cause More Harm Than Good
The Back-door Roth IRA is a great strategy for high income earners. But you must proceed with caution. We’re finding that, for many people, it’s unknowingly causing more harm than good. How can you avoid…
Read More