Physician Family Financial Advisors Blog

You opened the 529 when your oldest was in diapers, back when residency felt like it would last forever. Now there is a college diploma on the wall, a...

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...

You signed up for a benefits portal during onboarding, clicked through a default amount of group life insurance, and have not thought about it since. ...

You have heard the term mega backdoor Roth. Maybe a colleague mentioned it in the doctors' lounge, maybe a podcast brought it up between cases. The id...

You give to your church, your kids' school, the residency program that trained you, the relief fund that came across your feed last winter. The giving...

Your hospital benefits packet lands on your desk, and somewhere past the 401(k) and the 403(b) you spot a line for a 457(b) plan. The pitch is appeali...

Your first attending paycheck lands and the math finally changes. After years of resident pay, you are earning real money, and the question shifts fro...

Almost every physician household eventually hits the same moment. The 401(k) is set on autopilot, the backdoor Roth is happening every January, the HS...

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...

If you're a locum physician, 1099 moonlighter, or independent contractor picking up shifts between W-2 jobs, at some point a friend, a CPA, or a podca...

When both spouses are physicians, the math on disability insurance changes in ways that surprise a lot of couples. The common advice you hear at resid...

The backdoor Roth IRA is one of those strategies that sounds tidy on a podcast and feels surprisingly stressful in real life. The mechanics are simple...