Resources

Your career as a physician is just beginning, but your financial future starts today. This custom 10-step guide will help you make informed decisions with your finances, avoid common pitfalls, and build the right habits and systems from day one.
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Are you self-employed or earning 1099 income and unsure how to maximize your retirement savings in the most tax-efficient way? In this guide, we break down the 2 most powerful retirement vehicles available to self-employed individuals - the SEP IRA and Solo 401(k). Learn how to navigate which is best for your unique financial situation and goals in our blog article!
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Struggling to find the time to budget and effectively manage your monthly cash flow? You're not alone! In this blog article, I share a system that will save time and equip you to make more informed and optimal decisions with your finances.
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Having kids reshapes your priorities—and your finances. Should you choose the education-focused 529 Plan or the flexible UTMA to maximize your child’s future savings? Let’s break it down.
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True Riches: A Framework for Giving for Christians - A Book Review
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The Backdoor Roth IRA Strategy has 1 material weakness when compared to a Regular Roth IRA Contribution that's crucial to understand!
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The overlaps between holistic health and personal finance are many. Check out my Top 5 in my ongoing 7+ year battle with chronic pain.
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Is there a Sweet Spot for maximizing the tax benefits of HSA contributions? What income levels allow you to move from a triple tax benefit to a quadruple tax benefit?
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The HSA is the most tax-advantaged account in existence. When used optimally, no taxes will be paid at any point. But they must be coordinated with other numerous variables to earn this preferential tax treatment.
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Are all financial advisors subject to the same regulatory obligations to their clients? The short answer is they are not. So how can you tell which Advisors are subject to which standards? The answer tends to be under the hood of how they are paid.
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When it comes to managing your finances, the term “fiduciary” often comes up, but what does it really mean, and why should you care? Let’s explore why choosing a fiduciary advisor can make a significant difference in your financial well-being.
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