Investing, Taxes
Alyssa Miranda
The Doctor’s 2025 Year-End Financial Checklist

It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year and have set themselves up for a prosperous 2026. Reach out to us if you still have items on your year-end checklist that need to be completed. Deadlines are coming up, so let us know as soon as possible if we can help complete your checklist.

The Doctor’s 2025 Year-End Financial Checklist
Financial Plan, Student Loans
Alyssa Miranda
Does the OBBB Act Affect Your Student Loans?

The One Big Beautiful Bill (OBBB) Act created some changes in Federal student loan repayment plans. While information on this is still being released, our CIO and advisor, Josh Lantz, CRPC©, wrote an article with the latest updates for our doctors.

Does the OBBB Act Affect Your Student Loans?
Financial Plan, Income
Alyssa Miranda
How Does the New OBBB Act Affect Doctors?

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.

How Does the New OBBB Act Affect Doctors?
Services Offered
Alyssa Miranda
Doctors, Here is Your 2nd Quarter 2025: ...

This represents general benchmarks for the second quarter of 2025.

Doctors, Here is Your 2nd Quarter 2025: Benchmark Performance Update
Financial Plan, Income
Alyssa Miranda
15 Cost Cutting Ideas for Doctors

We all like the feeling of getting a good deal. For some people it becomes a game. The idea of getting the same goods or services for slightly less is appealing to most. Let’s go through 15 ways to save on items you might already be spending on today.

15 Cost Cutting Ideas for Doctors

Student Loans

,

Biden’s New Student Debt Plan Proposal and How it Could Affect Doctors

,
Biden’s New Student Debt Plan Proposal and How it Could Affect Doctors

In mid-April 2024, the Biden administration announced some potential relief for student loan borrowers.  

It’s important to note this is potential relief. Nothing is finalized yet. Just like the previous announcement of forgiving $10,000 student loan balances, the latest relief may also get jammed up in the courts.

Here is the short version of the potential relief announced that may impact doctors:

,

PSLF Update 2024: Payment Count Adjustments for Doctors

,
PSLF Update 2024: Payment Count Adjustments for Doctors

One of the most popular financial questions we get from doctors is “How do I receive Public Service Loan Forgiveness (PSLF) in the quickest and cheapest way possible?”. Although there’s no way to bypass the requirement of 10 working years at a 501c3/not-for-profit, the federal government has opened some new avenues to count previously missed opportunities for qualification.

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.