We all know someone that’s on bad terms with a sibling or family. They may exchange an uncomfortable hello when paths cross… it’s noticeably awkward for everyone involved… and sad for everyone around to see…
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The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You
How To Minimize Family Drama With an Inheritance
Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s
We regularly receive this question from clients: Between HSA’s, Traditional & Roth 401k’s and IRA’s – which is the best type of account to build wealth? Answer: In most cases, the HSA is your best…
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Why Doctors Aren’t Allowed To Sell Prescriptions
Everybody knows the doctor’s role. They provide medical advice and services to patients. Patients pay doctors either directly or through insurance based upon the services provided. The drug rep plays a different role. They sell…
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Financial Advice For Physicians Making Big Decisions: Start With “No”
But it’s SO easy to say YES! Yes, I’ll buy the new, big house. Sure, I’ll pay for my kid’s extra activities. Okay, I’ll also buy the new car. Fine, I’ll invest in your startup….
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The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)
For starters, it’s complicated! Check out our Physician’s complete guide to medical school loans for more details. For now, we’re just going to focus on the new repayment plan, RePAYE. Late in 2015, RePAYE was introduced for…
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The Financial Advisor’s Struggle To Act In The Client’s Best Interest
Ted the advisor is a great guy. He is passionate about taking care of his clients. The only thing he is more passionate about is taking care of his family. Like most advisors, he works…
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The Public Service Loan Forgiveness Ticking Time Bomb For Physicians
If you knew you were holding a ticking time bomb, you’d do everything in your power to get rid of it… right? Well, this student loan time bomb is like none other and most people…
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5 Reasons Forbearance Is A Terrible Idea During Medical Residency And Fellowship
How Employers Penalize Ambitious 401k & 403b Savers
Normally, companies reward ambitious and productive employees. After all, these employees make their employers lots of money. In this case, though, it’s the reverse. Many “on the ball” retirement plan savers are being penalized by…
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Using a Values-Based Lens to Identify Financial Blindspots
It’s difficult to self diagnose your own problems. Especially the deep rooted issues. How many people with serious illnesses caused by their own choices show up at the hospital and say something like… “Hey Doc,…
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