Physician Family Financial Advisors Blog

As a physician mom or dad, you put everything into your practice and your kids — so you want to do the right thing with the money you earn. This blog explores the topics that matter most to physician families: investing for retirement, saving for college, and raising financially responsible children.

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Tax-Loss Harvesting in a Physician's Taxable Brokerage: What Actually Moves the Needle cash flow & budgeting investing tax strategy May 12, 2026

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...

The Attending Transition Checklist: 12 Financial Moves for Your First Year Out of Training cash flow & budgeting physician career retirement planning May 12, 2026

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...

PSLF vs. Refinancing: A Decision Framework for Hospital-Employed Physicians cash flow & budgeting physician career student loans May 11, 2026

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...

Spousal Student Loan Coordination: When One Physician Pursues PSLF and the Other Refinances cash flow & budgeting student loans tax strategy May 11, 2026

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