Financial Planning

Latest articles

Locum Tenens Physician Tax Planning Essentials: Navigating Inconsistent Income

Logan Murray, CFP®, CSLP®, EA, RICP®

10 Vital Financial Moves During Residency and Your Early Career

Ben Lacomis, CSLP®

How to Find the Best Financial Advisor for Physicians

Caitlin See

Ranked: Best Retirement Accounts for Physicians From Solo 401(k) to Brokerage Accounts

Jared Costigan, CFP®

Best Investment for Doctors: From Retirement Plans to Real Estate

Jared Costigan, CFP®

A Physician’s Guide to Mastering Asset Protection in 9 Key Moves

Hermes Conesa, MBA, CSLP®

Gaining Financial Freedom: Your Guide to Financial Planning for Nurses

Sam Silberstein, CFP®, CSLP®

Lowering Your AGI and Student Loan Payments with Municipal Bonds: A Win-Win Solution

Jared Costigan, CFP®

Dentist Retirement Planning: How to Map a Solid Strategy for Your Golden Years Today

Caitlin See