Knowledge Center
Disability Insurance for Physicians: What You Need to Know
Disability insurance is often overlooked by physicians. Find out why it’s critical to consider this coverage to help safeguard your financial future.
Why Married Physicians Should Consider Filing Taxes Separately
Should married physicians file taxes separately? Learn key considerations by reading this insightful article.
AI vs. Human: Who Should Physicians Rely on for Their Financial Advice?
Read why physicians shouldn’t rely on AI for financial decisions. Jared Andreoli is a fee-only financial advisor based in Milwaukee, WI, specializing in physicians just out of residency.
Changes to Make to Your Finances As Your Family Grows
Your life dramatically changes when you become a parent—and so should your finances. Here’s why.
9 Questions Physicians Should Ask a Financial Advisor
Physicians need the right financial advisor in their corner. Ask these key questions to find the one best suited for you.
Financial Actions Physicians Should Take Before Year-End
Many young physicians struggle to manage their tax liability, especially at year-end. Take these key financial actions to prepare.
SAVE Plan for Student Loans: A Guide for Resident Physicians
The last thing young physicians need to worry about is education debt. The new SAVE student loan repayment plan may provide some relief.
What Financial Planning Should I Do in My Last Year of Residency?
If you’re planning out the final year of your residency and aren’t sure where to start, check out our video with the top five financial planning steps you can take.
As a Physician, What Insurance Do I Need?
Physicians need insurance like everyone else. But they also have unique needs. Discover what coverage you don’t have that you may need.
A Case Study of How We Transformed Goals Into Reality
Discover the power of personalized financial guidance in this real-life success story, and how it’s possible to turn dreams into reality.
How to Maximize Your Medical College of Wisconsin Benefits
Are you making the most of your Medical College of Wisconsin benefits? Discover how to maximize them with our comprehensive guide.
REPAYE vs. PAYE, Which Is Right for You?
Struggling with high student loan debt after med school? Learn about PAYE vs. REPAYE—and which repayment plan may be right for you.
What Is a Physician Loan and How Is it Different?
Looking to buy a home but struggling with how to make the numbers work? Learn how physician loans can help make homeownership a reality.
Deferred Compensation for Physicians
Maximize your retirement savings and minimize your tax burden with 457(b) and 403(b) plans. Here’s what you need to know.
See a Sample Financial Plan for a Physician Who Just Left Residency
Physicians have a lot to juggle as far as finances go. Check out this sample financial plan to learn more about how Simplicity Financial can help.
The Biggest Financial Mistakes I See Physicians Just Out of Residency Make
New physicians just out of residency are at an exciting time in their financial lives. But to maximize your wealth, don’t make these mistakes.
5 Ways Physicians Can Reduce Their Tax Bill
If you’re a successful physician, one of your biggest expenses is likely your tax bill. Here are 5 ways to lower it so you can keep more of your money.
How a Flat-Fee, Independent, Fiduciary Financial Advisor Benefits You
If you’re looking to work with a financial advisor, you shouldn’t choose just anyone. These key traits are essential to hire the right person for you.
High Income, High Debt, High Taxes: What Now?
You’re finally earning a great income, but what do you do with your high debt and taxes? And how do you build wealth? I’ll show you how.
Why I Became a Financial Advisor
Managing finances well can help you reach your goals. Jared learned this at an early age and wanted to help others. Here’s his story.