Post Category: General

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, close friend, or financial pundit on TV, there is no shortage of people...

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 not a hoax! This application is a...

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 new necessities. This is what we call “lifestyle creep” and it's...

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 not this strategy should be on your radar. Back to the Basics:...

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 making this critical mistake? In case you need a quick refresh,...

Are You Spending Too Much Money?

James and Kathy are a young married couple with two small children. They make a good income and live a good life. They have a good amount of cash in their bank accounts and pay their credit card bills in full every month. They’re saving up for retirement and college...

9 Biggest Student Loan Misconceptions

They say knowledge is power -- and that seems to be especially true with student loans. As complex as they have become, it’s no surprise that there is a lot of misinformation floating around out there. And what you don’t know (or don't understand) can definitely hurt...

Why Drive Old Cars?

I drive a 2003 Toyota Avalon. It's got about 115k miles on it. Runs great. Definitely not the coolest car. But it's extremely inexpensive and serves its purpose well. The other day, my wife told me I should consider replacing my old car. We have three boys that are...

Investing Q&A: Part 2

This is Part 2 in our Investing Q&A series. If you missed Part 1 from a few months ago, be sure to go back and catch up here! Otherwise, let’s dig back in -- today we’re going to focus a little more on employer-sponsored retirement plans: What is a 401k vs 403b vs...

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