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LATEST ARTICLES

Get expert insights on physician wealth management, financial planning, and tax strategies from our team of certified financial advisors.

FEATUREDRetirement Planning

Maximizing Your Physician Retirement Accounts: 401(k), 403(b), and More

Learn how to optimize your retirement savings as a physician through strategic use of 401(k), 403(b), and other tax-advantaged accounts.

By Dr. Sarah Mitchell, CFPDecember 5, 20258 min read
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Debt Management

Student Loan Forgiveness Programs for Physicians in 2025

Navigate the latest PSLF updates and physician-specific loan forgiveness programs. Discover strategies to eliminate medical school debt faster.

By James Chen, CPA10 min read
November 28, 2025Read More
Insurance

Disability Insurance for Doctors: Why Your Hospital Policy Isn't Enough

Protect your most valuable asset—your ability to earn income. Learn why supplemental disability insurance is critical for physicians.

By Dr. Michael Rodriguez6 min read
November 22, 2025Read More
Tax Planning

Tax Strategies for High-Income Physicians: Reduce Your Liability

Explore advanced tax planning strategies including backdoor Roth conversions, mega backdoor Roth, and strategic charitable giving.

By Jennifer Park, EA9 min read
November 15, 2025Read More
Career Planning

Independent Practice vs. Hospital Employment: Financial Implications

Considering starting your own practice? Understand the financial trade-offs, tax benefits, and risks of independent practice versus employment.

By Dr. Sarah Mitchell, CFP7 min read
November 8, 2025Read More
Early Career

Building Wealth During Residency: Start Your Financial Journey Early

Yes, you can build wealth during residency! Learn smart strategies for budgeting, investing, and preparing for attending-level income.

By James Chen, CPA5 min read
November 1, 2025Read More

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RETIREMENT PLANNING

Complete guides for building wealth and planning your financial future

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LOAN FORGIVENESS

Essential strategies for managing and eliminating medical school debt

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TAX STRATEGIES

Advanced tax planning and wealth optimization for high-income physicians

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INVESTMENT GUIDES

Smart investment strategies and portfolio management for medical professionals

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