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 […]

May 21, 2025

How Doctors Can Reduce Taxes While Saving for Retirement

This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]

December 31, 2024

Cross-Border Financial Planning: Essential Tips for Digital Nomads

The digital nomad lifestyle is transforming the lifestyles of some professionals, allowing them to temporarily relocate their work to another nation. However, cross-border financial planning can get complicated.  Each of the 66 countries […]

What’s Next?

Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.