Physician Family Financial Advisors Blog

The private school tuition bill arrives on a schedule that has nothing to do with your call schedule. If your kids are in private school, you already ...

You've got a login somewhere for the 403(b) from residency. There's a 401(k) at the hospital where you did fellowship. There's probably a third accoun...

You've heard the pitch. It came from the attending in the lounge who talks about "doors," from a conference booth, or from an ad on your drive home. "...

The call doesn't come with a warning. Your mom mentions she's been having trouble with the stairs. A neighbor says your dad doesn't seem to be opening...

Your signing bonus landed. Or maybe it was the quality bonus, or the year-end productivity payout you've watched accrue since spring. You opened the p...

You started at the hospital, sat through forty minutes of benefits onboarding, checked a box next to a contribution percentage, and moved on to creden...

The Question That Shows Up Every March

You and your spouse have filed jointly since the year you got married. Nobody questioned it. Then one of you l...

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 ...

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 ...