Doctors, have you been following the news about the One Big Beautiful Bill Act? It was signed into law earlier this month. Our CIO and Financial Advisor Josh Lantz, CRPC®, broke down the important tax implications for doctors in the following article.
15 Cost Cutting Ideas for Doctors
The 6 Step Financial Check-Up for a Successful Residency Transition
Going into practice is a busy time in the career of a young physician or dentist. We get lots of questions about what they can do during this time to start off on the right track. One key to success is reviewing the data behind the decisions we make. In medicine, this could mean recognizing that your blood pressure is too high, therefore you change your\habits or medications to improve your overall health. Similarly, doing a “financial check-up” can ensure long-term success with money. The most pivotal time for a checkup is during the transitionary period of going into practice. We’ve broken the financial check-up into six key categories: