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Wrenne Financial Planning is a registered investment adviser. The content of these articles/videos is intended for informational purposes only and is not intended to be investment advice. The views expressed in these articles/videos are subject to change based on market and other conditions. Some information has been obtained/provided from third party sources and is believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

Study Reveals Physicians In-training are Failing Financially

Study Reveals Physicians In-training are Failing Financially

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Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions

Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions

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PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice

PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice

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Student Loan Perks Designed to Recruit Physicians Can Actually Hurt Them

Student Loan Perks Designed to Recruit Physicians Can Actually Hurt Them

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WFP’s Recommended Reads: December 2016

WFP’s Recommended Reads: December 2016

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5 Questions Every Physician Must Ask Their Financial Adviser

5 Questions Every Physician Must Ask Their Financial Adviser

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Reducing the Noise: Making Better Investment Decisions

Reducing the Noise: Making Better Investment Decisions

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WFP’s Recommended Reads: November 2016

WFP’s Recommended Reads: November 2016

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How We’re Investing for the Presidential Election

How We’re Investing for the Presidential Election

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Why Using Your HSA Balance Now Is Not Always Smart

Why Using Your HSA Balance Now Is Not Always Smart

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Active vs. Passive Investing

Active vs. Passive Investing

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Incentives and Behaviors:  What We Can Learn From the Wells Fargo Scandal

Incentives and Behaviors: What We Can Learn From the Wells Fargo Scandal

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August 1, 2017 by Daniel Wrenne

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…
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April 26, 2017 by Daniel Wrenne

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…
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April 12, 2017 by Jennifer Quire

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.

February 22, 2017 by Daniel Wrenne

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.

January 4, 2017 by Daniel Wrenne

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.

December 21, 2016 by Daniel Wrenne

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.

December 14, 2016 by Daniel Wrenne

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.

November 30, 2016 by Daniel Wrenne

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.

November 7, 2016 by Daniel Wrenne

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…
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November 2, 2016 by Daniel Wrenne

Most people assume it’s best to use their HSA for out of pocket healthcare costs. But is that really the smartest decision? How The HSA works Contributions are pre-tax or tax-deductible in the year they’re…
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November 1, 2016 by Daniel Wrenne

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.

One of the best ways to build wealth over time is to invest. The earlier you begin investing…

October 12, 2016 by Daniel Wrenne

If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accounts

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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.