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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.

10 Ways We Have Saved Our Clients Money

10 Ways We Have Saved Our Clients Money

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5 Hidden Taxes Physicians Unknowingly Pay

5 Hidden Taxes Physicians Unknowingly Pay

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7 Considerations Before Investing in Real Estate

7 Considerations Before Investing in Real Estate

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Using Financial Failures To Move Forward

Using Financial Failures To Move Forward

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Simple Steps To Determine if You Should Refinance Your Mortgage

Simple Steps To Determine if You Should Refinance Your Mortgage

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3 Personal Finance Habits of Highly Successful Young Physicians

3 Personal Finance Habits of Highly Successful Young Physicians

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7 Financial Planning Tips for Resident Physicians Transitioning Into Practice

7 Financial Planning Tips for Resident Physicians Transitioning Into Practice

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The Right Way To Navigate Car Buying Decisions

The Right Way To Navigate Car Buying Decisions

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The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You

The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You

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How To Minimize Family Drama With an Inheritance

How To Minimize Family Drama With an Inheritance

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Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s

Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s

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Why Doctors Aren’t Allowed To Sell Prescriptions

Why Doctors Aren’t Allowed To Sell Prescriptions

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September 7, 2016 by Daniel Wrenne

“I can’t afford to pay for one.”
“My net worth isn’t high enough.”
“I don’t have any extra money to save.”
“I’ll do it next year.”

August 31, 2016 by Daniel Wrenne

In 2014, there were approximately 123 million households in the US. This means that for every one household, the government collected over $49,000 in total taxes. I don’t know about you, but that’s WAY more than I expected. As a naturally curious person, I wanted to know more.

August 24, 2016 by Daniel Wrenne

The growing popularity in private real estate investing is becoming increasingly hard to ignore. With interest rates being held near all-time lows, money is cheap; and for many physicians looking to put their extra cash to work, real estate seems a viable option.

July 27, 2016 by Daniel Wrenne

What if failures improved your chance of success? Everybody makes mistakes – this much is true. But are you failing forward after your mistakes? There’s a great book by John Maxwell called Failing Forward. Maxwell…
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July 20, 2016 by Daniel Wrenne

So, Brexit was big news! Everyone thought it would crush investments. And it did for a couple days. But investments fully recovered a few weeks later. So much for the stock market crash. But you…
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July 13, 2016 by Daniel Wrenne

July 6, 2016 by Daniel Wrenne

Today we’re covering 7 financial planning tips for resident physicians transitioning into practice. By utilizing these tips early in your career, you’ll be setting yourself up for long term success. 1) Plan Your Financial Journey…
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June 29, 2016 by Daniel Wrenne

June 22, 2016 by Daniel Wrenne

June 15, 2016 by Daniel Wrenne

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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June 8, 2016 by Daniel Wrenne

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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June 1, 2016 by Daniel Wrenne

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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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.