ARTICLES
ADDITIONAL CONTENT
AI and Big Tech Drive U.S. Equities to Record Highs
Throughout August investors were faced with mixed economic data and a steady stream of political…
The 5 Questions to Ask a Financial Advisor Before You Hire Them
Hiring a financial advisor to handle your investments isn’t something to take lightly. The person…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
The Beginner’s Guide to Investing for Doctors
You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…
Key Tax Provisions of the OBBBA
WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Everything Physicians Need to Know About the LLC Asset Protection Strategy
Even the best, most careful doctors can find themselves at the wrong end of a…
Cash Balance Plans in 2025
Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Health Savings Accounts and Retirement Planning
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Time in the Market: More Important than Timing the Market
Most U.S. stock indices are at all-time highs, but what does that mean for your…
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
AI and Big Tech Drive U.S. Equities to Record Highs