Check out some of our latest posts — weekly nuggets that will help you take control over your money.
The University of Kentucky Health Savings Account Option Now Available
Starting in 2019, the University of Kentucky will begin offering the UK Saver plan (click to compare UK health insurance plans). This is a big deal because it finally gives University of Kentucky employees access to the Health Savings Account "HSA". If you're unsure...
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Investing Q&A: Part 1
Part of the job as a Financial Planner is providing investment advice. We believe it’s important to educate clients so they can have a true understanding of the reasoning behind our strategies and decisions. Not everyone has a financial background (or the time/desire...
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How Do My Pre-Tax Retirement Plan Contributions Affect PSLF?
Most people saving for retirement have a choice between paying taxes now or later. Pre-tax accounts avoid taxation now, but you end up paying tax on those dollars when the money comes out. Post-tax - “Roth” - accounts are taxed now, and then come out tax-free later....
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Uncle Sam’s Retirement Matching Program For Residents
“The Retirement Savings Contribution Credit” - never heard of it, right? This little known tax credit can provide further incentive to fund retirement plans for a segment of medical residents. Let's find out if you might qualify. What is this “Savers Credit”?The...
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Selecting The Best Repayment Plan During Residency
Did you know there are 8 different federal loan repayment plans? The differences are confusing, yet very impactful. Given the stakes, it’s important to understand how your federal student loan repayment options work so you can select the best plan for your situation....
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Should I Turn Down a Raise Because of My Tax Bracket?
NO. We get this question from clients quite often. It’s not always a direct question - sometimes we just pick up on the issue through comments made during meetings. But the topic comes up enough that we recognize there are some misconceptions about how our tax system...
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5 Money Tips To Kick Start 2019
Happy New Year! This fresh start is a great time to set your goals for the upcoming year. Here are some ideas for resolutions, of course related to your finances, to get you started off on the right foot in 2019! Write Down Your Goals Start by brainstorming for a few...
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PSLF Application Review
The long awaited PSLF application 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 not a hoax! This application is a big deal!...
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How To Qualify For Public Service Loan Forgiveness
In light of the 99% denial rate for the initial wave of PSLF applicants, I thought it would be helpful to confirm exactly what is required to qualify: Qualified Loans You must have Direct non-parent Loans to qualify. FFEL, Perkins and Parent loans do NOT qualify! Keep...
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7 Habits of Our Most Successful Clients
The ability to help guide people during their journey and assist them in achieving their goals is a privilege, and we wanted to share some of the habits of our most successful clients.
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