News and Updates

When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]

I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]

We just paid off our student loans. What should we focus on now? That was the question from a dual physician couple in their late thirties—both earning in the mid […]

“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 […]