Summer Is Flying By—Is Your Financial Plan Still on Track?

Maxing out your workplace retirement plan might give you a false sense of being on track.

It’s no secret that burnout is a major issue in medicine

You make a good salary—but how much are you actually keeping? Let’s talk net worth. For most physicians, the first big financial milestone after training is a major jump in income. After years of scraping by as a resident, suddenly you’re looking at six-figure paychecks. But even with that jump, many new attendings find themselves asking the same question: Why doesn’t it feel like I’m getting ahead?

Receiving an inheritance or unexpected financial windfall can be an emotional experience Often filled with gratitude, surprise, and sometimes the weight of responsibility. For physicians early in their careers—who are often still managing student debt, working long hours, and living on a modest salary—it can also feel like a turning point. If you’ve suddenly come into a large sum of money, this post will walk you through what to do—and what to avoid—so you can make thoughtful, values-driven decisions with lasting impact.

Want to prioritize your personal finances in 2025? Here are 6 things you can do right now. Personal finance New Year’s resolutions can feel overwhelming, especially when you set big, lofty goals. Here are 6 simple things you can do —some in just 5 minutes — that can help you start the year off with some easy financial wins!

How much do you really know about these retirement plans? Questions about these plans come up all the time. Here's what you need to know about maximizing your contributions.

So you’re pre-qualified for the million or even multi-million dollar home, but should you buy it? It can be tempting, and you might be able to afford it, but how do you really know? And how do you determine what the home purchase will do to your long term financial picture.

We get this question from clients all the time It’s not always a direct question – sometimes we just pick up on the issue through comments made during meetings. But the topic comes up enough that we recognize there are some misconceptions about how our tax system actually works (and spoiler alert: you should always take the raise).

The world of financial services is far from transparent. Fortunately, it’s slowly improving as financial planning becomes more of a profession. But we still have a long way to go. Today, there are three main types of Advisors: Fee-only Fee-based Commission based