“I’m a physician in private practice, and my income varies because I’m paid based on revenue share. I want to save more aggressively for big expenses like a home renovation […]
“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]
Where you place assets in your portfolio can help you manage tax treatments in your portfolio. We break down how it works. Full Article: Understanding Asset Location When it comes […]
Three physicians. Three very different financial questions. In this episode, we unpack real scenarios from high-income earners navigating career growth, variable income, and burnout. First, we address retirement planning for […]
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I think I’m in good shape for retirement, […]
Use the link below to fill out a form and receive a complimentary personalized proposal for your financial plan.