We get SO MANY questions from resident and fellow physicians on this topic. Med school is expensive! So if you’re not one of the lucky ones to graduate without student loan debt, here’s a little breakdown from Brad: There are two types of student loans most physicians & dentists have beginning their careers: public and … Read more
Roth IRAs Are Still Available for High Income Earners Physicians cannot contribute to Roth IRAs? They make too much money, RIGHT? WRONG! While it’s true that most physicians, other than through their employer-sponsored retirement plan, cannot contribute directly to an individual ROTH IRA, there is another way… HOW? You can do this through a process … Read more
As human beings, we feel – we have emotions. Being an effective investor, therefore, requires that we understand how our emotions can affect our decision-making about money, especially during volatile times. In fact, researchers analyze this correlation between emotions and investment decisions in an area now referred to as “Behavioral Finance” research. In the markets, … Read more
In this video blog, Dan discusses some of the vehicles available to help save for educational expenses. Specifically, interesting and practical features of 529 plans that can be an integral part of creative planning solutions for clients of all ages – even for grandparents looking for tax-advantaged gifting alternatives.
Though you may never face a suit in your life, we all have to admit that we live in an increasingly litigious world. Even that neighbor you always got along with could see an opportunity in an unfortunate event. The wealthier you become, the more asset protection matters. This can be of particular importance for … Read more
There are some investing challenges everyone has – how much to save for retirement, how to fund multiple accounts, how to enjoy what you have today. However, there are some challenges that typically only arise from substantial wealth. If you have high-net worth – here’s a few things to think about: Your Asset Allocation – if … Read more
You know Dr. Jones. They live down the street in that beautiful, 10,000 square foot house, with three kids, all in private schools, seven cars, more expensive toys than you can count, a live-in nanny and housekeeper, multiple vacation homes, and a seemingly endless supply of financial resources. And here you are – a physician … Read more
Chances are that retirement funding isn’t the only financial goal your eyes are set on. Buying a home, planning for a child’s education, or taking care of an aging parent can all be expensive detours along your way. Having a plan and staying the course can help your money work for you while you juggle … Read more
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