As the calendar flips over to 2026, there are certain pieces of legislation that, although signed into law in July 2025 through the One Big Beautiful Bill Act (OBBBA), are...
Physician Financial Planning
Understanding Your Physician Paycheck
For many physicians, whether just out of training or years into attending life, the complexity of your paycheck can be confusing, frustrating, or something you avoid...
Physicians and Health Savings Accounts
For many young to mid-career physicians, a common feeling is that they are “behind” on saving for future goals like retirement, and that they are paying an exorbitant amount...
Considerations for a Physician Buying a Home
Buying a home is one of the biggest financial decisions you'll make, and it’s important to approach it with a clear understanding of your priorities. A common debate is...
What Physicians Should Look For in a Financial Planner
As a physician, your financial situation is unique—your career path involves years of training, high student loan debt, and a delayed entry into peak earning years. Finding...
When Should a Physician Begin Working with a Financial Advisor?
There’s no single perfect time for a physician to begin working with a financial advisor—every situation is unique. However, based on our experience, there are several key...