Physician Family Financial Advisors Blog

Congratulations! You just brought your new addition to the family home! You are also, in all likelihood, running on four hours of sleep and a granola ...

There is money left over at the end of the month. Maybe not a lot, but it's there. And every few weeks the same question comes back to you: should tha...

The Paycheck That Arrives Whole

The first locum shift payment, or the first medical-director stipend, or the first expert-witness fee, tends to land ...

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...

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 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...

You finished medical school owing more than most people owe on a house, and the first thing your residency program handed you was a pager, not a finan...

If you're a physician with a taxable brokerage account, you've probably heard tax-loss harvesting (TLH) described as a kind of quiet magic: sell the l...

Welcome to the other side. After years of 80-hour weeks, overnight calls, and a paycheck that barely covered rent, your first attending contract is si...

If you finished residency carrying a large federal student loan balance, you already know the question that keeps coming up at every happy hour, in ev...

When two physicians marry, two student loan balances often come along for the ride. And in many dual-physician and physician-spouse households, those ...