Check out some of our latest posts — weekly nuggets that will help you take control over your money.
Study Reveals Physicians In-training are Failing Financially
Are physicians bad with money? This recent study helps answer the question using data collected from 422 medical residents and fellows at Washington University and the University of Arizona. The participating physicians completed a quiz on basic personal finance...
read more
Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions
This article from the Finance Buff explains a great way to save hundreds on Roth IRA contributions. But I wanted to expand upon this idea and highlight an even bigger way to save using a similar strategy. Thanks to changes in tax law, the “deduct and convert” strategy...
read more
PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice
As borrowers begin to apply for public service loan forgiveness, many are finding that they were never eligible, despite previously being approved by their loan servicers. As a result, many are filing suit against the Department of Education, as well as servicers like Navient who previously informed borrowers that they were approved.
read more
Student Loan Perks Designed to Recruit Physicians Can Actually Hurt Them
As a result, hospitals are increasingly introducing physician loan repayment perks for new hires to drive recruitment. However, confusing intricacies with the new public service loan forgiveness program are causing major unintended consequences.
read more
WFP’s Recommended Reads: December 2016
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of December.
read more
13 Mistakes Young Physicians Make With Student Loans
Student loans have quickly become the most complex financial issue facing young physicians. The average physician in training owes well over six figures. And these aren't your normal run of the mill loans. Student loans today come with high interest rates and 100’s of...
read more
5 Questions Every Physician Must Ask Their Financial Adviser
Unlike most professionals, financial advisers have a choice of operating under one of two professional standards: suitability or fiduciary. The fiduciary standard requires advisers to act in their client’s best interests, whereas the suitability standard does not.
read more
Reducing the Noise: Making Better Investment Decisions
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 around them.
read more
The Physician’s Complete Guide to Medical School Loans
Student loans have become a big deal! 37 million Americans collectively owe over 1 TRILLION dollars in student loans – and yet nobody seems to fully understand them.
read more
WFP’s Recommended Reads: November 2016
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of November.
read moreContact Info
Social Media
From The Blog
© Wrenne Financial Planning | Crafted by Harris & Ward
Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser offering advisory services in the State of KY, TX, TN and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.