Many physicians glance at their tax return without realizing it holds valuable planning opportunities. In this article, I walk through a sample tax plan and explain how I use this process to help clients make more informed financial decisions each year.

For new physicians, it’s easy to feel stymied by student loans. Find out whether paying them off as soon as possible is the right option.

Considering joining a physician partnership? Before you do, read our latest article to discover the hidden costs.

The #1 financial question for every new doctor: “When should I hire a financial advisor?” Find out in my latest article.

Student loans, residency, and a demanding career path can make financial planning feel overwhelming for young physicians. But the truth is, your golden opportunity to build serious wealth starts now.

Before heading into contract negotiations, what’s essential for physicians to know? Read our insights in this new blog post.

Physicians, are you using your HSA wrong? We've uncovered 12 mistakes that could be hindering your financial growth.

Are you concerned about having enough money to retire how you want? Read my article on whether to max out your 401(k), 457(b), or 403(b).

Feeling like your retirement plan could use a boost? Many physicians are missing out on the incredible gains of 457(b) plans. Our new article reveals why this “hidden gem” could be a game-changer for your financial independence.

Are you a high earner but find it hard to save? Our latest article can help you turn things around and start building your net worth.

Boost your practice’s bottom line! Discover 19 legitimate tax deductions for physician practice owners. This is your blueprint for smarter financial management.

Physicians, reclaim your hard-earned money! Optimize your income and reduce your taxes by making the most of all available tax deductions.

Want to safeguard your financial future? Learn about 5 common financial mistakes young physicians make—and how to avoid them.

Are you financially prepared to retire? Our newest blog focuses on how to get ready to step away from work if burnout strikes.

Marshfield Clinic Health System physicians: Are you fully leveraging your benefits? From retirement plans to health and insurance options, our latest guide explains everything you need to know to make the most of what’s offered.

Are you making the most of your Medical College of Wisconsin benefits? Discover how to maximize them with our comprehensive guide.

Are you a doctor looking for financial advice? Read my article about the difference between financial planning and investment management.

Ready to take your financial knowledge to the next level? Discover the essentials of stocks and bonds with our latest guide tailored for physicians. Learn how to choose the right investments to help meet your long-term goals.

From residency to retirement, strategic financial planning can significantly impact a physician’s life. Learn how to build wealth, manage debt, and create a stable financial future.

Fresh out of residency and ready to build your financial future? This article breaks down the different investment accounts for new doctors!