Insights

Clear Thinking on Complicated Money

Plain-English answers to the questions we hear most from physicians: student loans, taxes, income protection, investing, and what to do first.

For Physicians

The Top 7 Behavioral Finance Mistakes Doctors Make Without Realizing It

The smartest people in the room are often the ones making the most expensive money mistakes, and they usually have no idea they are doing it.

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The State of Public Service Loan Forgiveness: What Physicians Need to Know Now

The federal student loan system just went through its biggest overhaul in decades. Here is what changed, what did not, and what is worth acting on.

8 min read · June 25, 2026

For Physicians

Disability Insurance for Physicians: What You Must Know and What to Avoid

Physicians agonize over portfolio allocations while leaving the single largest asset they own completely exposed: their ability to earn an income.

11 min read · June 25, 2026

For Physicians

New Attending Tax Setup: Withholding Bonuses and Retirement Limits in Year One

Year one as an attending is not just a pay raise, it is an entirely new tax situation. Here is how to set it up before April surprises you.

12 min read · March 16, 2026

For Physicians

How Doctors Can Avoid 8 Fatal Money Mistakes After Residency

The first five years after training are the most critical, and often the most dangerous, period for a physician's long-term financial health.

9 min read · April 15, 2026

For Physicians

Physician Financial Planning for a Career That Never Stands Still

Few careers have more transitions than medicine. A plan built for the life you are actually living beats one built for the life you think you should have by now.

6 min read · April 15, 2026

For Physicians

Every December My Physician Clients Hit Pause and It Changes Everything

After the first few months of catching up, you start to notice there is actually money left over. That moment is when your financial journey truly begins.

5 min read · April 15, 2026