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Monday, January 22, 2024

One of the most powerful investment strategies for physicians is the Roth IRA. However, you lose the ability to make Roth IRA contributions with higher income. Solve that problem with the backdoor Roth IRA.

Wednesday, July 5, 2023

Essential for physicians is a basic understanding of the US tax system.  After all, it’s not how much you make but how much you keep. Today, let’s learn the fundamentals of income tax and capital gains tax in the United States.

Friday, April 21, 2023

Savvy givers often use two charitable tools that can offer significant tax benefits - donor-advised funds and qualified charitable distributions.

Wednesday, March 15, 2023

Contributing too much too early into your 401(k) or 403(b) could mean missing employer matching contributions.

Monday, February 27, 2023

Want to be happier? Change your financial decisions. Research has shown that there is a direct correlation between money and happiness. However, the relationship is not as straightforward as it may seem...

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Wednesday, October 5, 2022

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.

Thursday, August 25, 2022

What we know and don’t know about the plan President Biden rolled out on Aug. 24th.

Thursday, August 4, 2022

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...

Wednesday, August 3, 2022

Budgets don’t need to be complicated. You only need to know 4 numbers.

Thursday, July 21, 2022

A financial plan is essential for doctors and their families. But don’t take our word for it. Read what others have to say!

Monday, May 16, 2022

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.

Wednesday, March 2, 2022

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.

Monday, November 8, 2021

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...

Wednesday, October 6, 2021

Physicians may be paying more taxes in 2022 if the proposed "American Families Plan" is voted into law.

Wednesday, October 6, 2021

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data. What is it about this month?