Blog
Residents Without Retirement
If you’re a resident without access to an employer retirement plan, that doesn’t mean you’re out of luck. You can still open and add money to an individual retirement account (IRA) or Roth IRA.
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Student Loan Forgiveness and Payment Extension
What we know and don’t know about the plan President Biden rolled out on Aug. 24th.
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$111,000 More Social Security
With over 2,700 rules and 567 separate filing strategies, 96% of people fail to make the optimal Social Security decision and miss out on $111,000 of benefits for the average household. $111,000. That’s a lot of money...
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A Budget for Doctors
Budgets don’t need to be complicated. You only need to know 4 numbers.
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5 Reasons Why Physicians Need a Financial Plan
A financial plan is essential for doctors and their families. But don’t take our word for it. Read what others have to say!
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Your Life has 3 Planning Scenarios
You’ll either have a long life, health problems along the way, or a short life. That’s it. Plan for those three situations whether you’re single, married, with or without kids and most of your planning is done.
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7 Ways to Improve Investment Performance
Too often, physicians focus on reducing expenses as the only means of improving investment performance. Yes, low expenses are important, but they account for less than 1/3 of the added performance you could have.
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Backdoor Roth IRA
Updated 1/4/2022 Some versions of the Build Back Better Act eliminate the backdoor Roth IRA contribution. Investors may be wise to complete their contribution early in 2022 before Congress votes on Build Back Better Act again....
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$1,000’s in Tax Savings by Timing Property Tax Payment
Paying property taxes before or after 12/31/2021 could reduce your income taxes by thousands of dollars. It depends on Congress and the itemized deduction for state and local taxes, referred to as SALT.
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6 Ways to Meet Your Retirement Goals
Saving for retirement is a long game; it’s a marathon. You could compare it to the fable The Tortoise and the Hare. A sprint won’t get you to your destination. Slow and steady progress will. Unfortunately, 75% of Americans...
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Will Tax Law Changes Increase Your Taxes?
Physicians may be paying more taxes in 2022 if the proposed "American Families Plan" is voted into law.
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What is it about September?
September has historically been the worst month for stocks, according to St. Louis Federal Reserve data. What is it about this month?
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