Check out some of our latest posts — weekly nuggets that will help you take control over your money.
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
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
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
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
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
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
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
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 more
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?read more
With Tuesday’s election looming, investors around the globe are growing concerned about what the results may mean for their portfolios. I’m here to tell you not to worry about it. I could present to you decades of conflicting data, which could lead you to any number...read more
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