You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
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8 Reasons You Should Hire A Financial Planner In 2016
Americans are financially stressed out. But very few are actually paying for financial help. Many of these people could benefit from hiring a quality fee-only financial planner. Think it’s not affordable? Think again. Basic financial…
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How Traditional Financial Services Take Advantage Of Doctors
Many people in financial services are not looking out for your best interests. I wanted to share a real story from a client we work with to help show you what’s happening. This type of…
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10 Financial Planning Resolutions For The New Year
January is a great time to plan ahead for the year. How are you going to make 2016 your best year ever? Here are a few personal finance ideas to help you start thinking of…
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Mortgage Breakdown: Fixed Rate vs ARM
For many physicians, one of the biggest financial milestones in life is buying a home. There is a feeling of accomplishment that comes with a successful home purchase, as well as a feeling of freedom…
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How Young Physicians Should Determine the Appropriate Amount of Life Insurance Coverage
Student Loan Payoff vs. Investing vs. Saving
This is a guest post from Miranda Marquit, a financial journalist. She writes for a number of publications about subjects related to money. You can read more of her writing at PlantingMoneySeeds.com. When you have…
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7 Habits Of Wealthy Physicians
Creating wealth is easier said than done. Save before you spend. Pay in cash. Spend less than you earn. Pay your debts asap. While these are all good points, marking them off your financial goals…
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What I’m Teaching My Son about Money
While I was away on a business trip recently, I received notifications on my phone that someone was making in-app purchases of a “small pile of coins” fairly regularly. By the end of my trip,…
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3 Security Reminders for the Holiday Season
As if the Monday following a nice vacation isn’t enough of a bummer already, we came back from the Thanksgiving holiday to find that our website had been hacked. Fortunately, we work with a good…
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Student Loan Resources (Part 10 of Series)
Here are some of the tools and resources we have compiled related to managing your student loans. Refinance Lender Links Below is a list of lenders (not a comprehensive list, but a good portion) –…
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Student Loan Tax Considerations (Part 9 of Series)
This is our ninth article in a series covering student loans. Our goal in this series is to equip you with the knowledge necessary to make efficient and informed decisions regarding your student loans. This…
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