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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.

Financial Advice For Physicians Making Big Decisions: Start With “No”

Financial Advice For Physicians Making Big Decisions: Start With “No”

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The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)

The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)

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The Financial Advisor’s Struggle To Act In The Client’s Best Interest

The Financial Advisor’s Struggle To Act In The Client’s Best Interest

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The Public Service Loan Forgiveness Ticking Time Bomb For Physicians

The Public Service Loan Forgiveness Ticking Time Bomb For Physicians

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5 Reasons Forbearance Is A Terrible Idea During Medical Residency And Fellowship

5 Reasons Forbearance Is A Terrible Idea During Medical Residency And Fellowship

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How Employers Penalize Ambitious 401k & 403b Savers

How Employers Penalize Ambitious 401k & 403b Savers

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Using a Values-Based Lens to Identify Financial Blindspots

Using a Values-Based Lens to Identify Financial Blindspots

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How Physicians Should Prioritize Different Retirement Plans

How Physicians Should Prioritize Different Retirement Plans

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How To Keep Your Spouse In The Loop On Your Personal Finances

How To Keep Your Spouse In The Loop On Your Personal Finances

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Pulling Back The Curtain On Target Date Retirement Funds

Pulling Back The Curtain On Target Date Retirement Funds

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Comparing Term Life Insurance Strategies For Physicians

Comparing Term Life Insurance Strategies For Physicians

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The True Cost Of The “No-Fee” 401k Rollover

The True Cost Of The “No-Fee” 401k Rollover

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May 18, 2016 by Daniel Wrenne

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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May 11, 2016 by Daniel Wrenne

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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May 4, 2016 by Daniel Wrenne

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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April 20, 2016 by Daniel Wrenne

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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April 13, 2016 by Daniel Wrenne

April 6, 2016 by Daniel Wrenne

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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March 23, 2016 by Daniel Wrenne

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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March 16, 2016 by Daniel Wrenne

February 24, 2016 by Daniel Wrenne

According to an American Express survey, 91 Percent of Couples Find Reasons to Avoid Talking About Finances; only 43 Percent Discussed Money Before Marriage. We all know communication is key to a happy marriage –…
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February 17, 2016 by Daniel Wrenne

Chances are you’ve heard of Target Date Retirement Funds (TDRF) by now – they have blown up in popularity and size over the last several years. According to Morningstar research, TDRF funds: Have more than…
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February 10, 2016 by Daniel Wrenne

The most common type of term life insurance among physicians is level term. Often, it’s purchased and forgotten about. But is this the best strategy? In this post, we will compare several different strategies physicians…
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February 3, 2016 by Daniel Wrenne

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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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.