Buying A House During Residency
We are often asked “Should I buy a house during residency” – so we asked one of our resident experts to provide his point-of-view
Tax-Advantaged Retirement Accounts: Which is Best, Tax-Deferred Versus Tax-Exempt?
Medical professionals considering retirement enter into a world of potential options, opportunities, and pitfalls on their journey. With so many options, however, it can be difficult to determine which is […]
How Medical Professionals Can Use Capital Gains to Lock In Tax Advantages
As a medical professional working toward your financial goals, you’ve probably considered the idea of investing in stocks and other assets along with paying off debt. And, although markets fluctuate […]
4 Long-Term Investing Strategies to End 2022 Well
The final quarter of a year serves as an opportune time to consider your overall financial picture and what strategies you might employ in the new year. Medical professionals tend […]
3 Year-End Tax Strategies For Medical Professionals
With 2022 coming to an end, tax planning will become more important than any time this year. While some may wait until the new year to come to think about […]
Financial Goals for the 3 Phases of a Doctor’s Career
Setting yourself up for success financially is a no-brainer, but it’s especially true for physicians and dentists. You’ve dedicated your time, energy, and money to creating a life for yourself, […]