Check out some of our latest posts — weekly nuggets that will help you take control over your money.
2018 is bringing with it some new, big tax changes. But what exactly does that mean for you? We have highlighted ten big changes that are most likely to affect you this year.read more
The IRS has increased limits for 2018 – for those of you maxing out your retirement plans and/or HSAs – this is especially important for you!read more
On the surface, physician mortgage loans look great. No money down. No jumbo limits. No private mortgage insurance (PMI). Finally, it seems like a product exists to reward you for your time training to be a physician. After all, it’s been tough. For the past few...read more
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
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