Physician Family Financial Advisors Blog

You spent more than a decade learning medicine and roughly zero hours learning employment law. Then a PDF lands in your inbox with your name on it, tw...

Your Mix Drifts Even When You Never Touch It

You picked a mix once. Maybe it was the year you finished training and finally had real money going into...

You are 54, you have been an attending for two decades, and for years the catch-up contribution was one of the few tax decisions that took no thought ...

The Checkbox in Your Benefits Portal

Somewhere in your employer's benefits portal there is a small radio button. Pre-tax. Roth. Sometimes a slider th...

What a Spousal IRA Actually Is

One of you leaves before the kids are up. The other one packs the lunches, moves the pediatrician appointment, chases ...

The pitch usually arrives in one of a few ways. A colleague in your group mentions the person who handled their insurance and offers to make an introd...

It is one of the most common questions physician parents bring to a planning conversation: with our income, do our kids even have a shot at college ai...

You already carry malpractice insurance. You think about it more than you would like to, and you assume it sits over your household like a roof. So wh...

You take a W-2 job for the bulk of your income, and then you pick up locum shifts, read studies on the side, sit on an advisory board, or moonlight a ...

You matched, you trained, and now a contract is sitting in your inbox with a number on it that finally reflects all those years. The base salary looks...

If you have ever heard another business owner talk about the 20% deduction they get on their business income and wondered why it never seems to show u...

You finished training with a serious income on the horizon and a student-loan balance that still makes your stomach drop. Now a real estate agent, a l...