News and Updates

June 11, 2025

Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians

“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 […]

June 10, 2025

Understanding Asset Location: Where You Invest Matters

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 […]

June 9, 2025

Podcast: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity

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 […]

June 6, 2025

Not Sure What You’ll Do in Retirement? Try Test Driving It

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, […]

June 5, 2025

What Does It Really Take to Retire Rich?

With enough time and consistency, even an average income can lead to a wealthy retirement. Full Article: What Does It Really Take to Retire Rich? Most Americans won’t retire rich. […]

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