So, Brexit was big news! Everyone thought it would crush investments. And it did for a couple days. But investments fully recovered a few weeks later. So much for the stock market crash. But you…
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3 Personal Finance Habits of Highly Successful Young Physicians
7 Financial Planning Tips for Resident Physicians Transitioning Into Practice
Today we’re covering 7 financial planning tips for resident physicians transitioning into practice. By utilizing these tips early in your career, you’ll be setting yourself up for long term success. 1) Plan Your Financial Journey…
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The Right Way To Navigate Car Buying Decisions
The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You
How To Minimize Family Drama With an Inheritance
We all know someone that’s on bad terms with a sibling or family. They may exchange an uncomfortable hello when paths cross… it’s noticeably awkward for everyone involved… and sad for everyone around to see…
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Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s
We regularly receive this question from clients: Between HSA’s, Traditional & Roth 401k’s and IRA’s – which is the best type of account to build wealth? Answer: In most cases, the HSA is your best…
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Why Doctors Aren’t Allowed To Sell Prescriptions
Everybody knows the doctor’s role. They provide medical advice and services to patients. Patients pay doctors either directly or through insurance based upon the services provided. The drug rep plays a different role. They sell…
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Financial Advice For Physicians Making Big Decisions: Start With “No”
But it’s SO easy to say YES! Yes, I’ll buy the new, big house. Sure, I’ll pay for my kid’s extra activities. Okay, I’ll also buy the new car. Fine, I’ll invest in your startup….
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The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)
For starters, it’s complicated! Check out our Physician’s complete guide to medical school loans for more details. For now, we’re just going to focus on the new repayment plan, RePAYE. Late in 2015, RePAYE was introduced for…
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The Financial Advisor’s Struggle To Act In The Client’s Best Interest
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works…
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The Public Service Loan Forgiveness Ticking Time Bomb For Physicians
If you knew you were holding a ticking time bomb, you’d do everything in your power to get rid of it… right? Well, this student loan time bomb is like none other and most people…
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