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
Asset Protection, Insurance, Services Offered
Alyssa Miranda
The Doctor’s Guide to Buying Disability ...

Most of the doctors that I meet with don’t jump for joy when I bring up the topic of insurance.  This is understandable, as it’s one of the few items you pay for and hope to never use. In many ways, it’s simply a piece of paper with a promise, and that sounds as thrilling as watching paint dry. However, like a house, a financial plan needs a solid foundation, or life can get interesting in the worst kind of ways. The foundation of any financial plan is income and it’s vital that it doesn't go away. Protecting the specialized income you make as a doctor, is fundamental for developing a good wealth building strategy. This is done by putting in place a quality disability insurance policy. Let’s look at how to do this successfully.

The Doctor’s Guide to Buying Disability Insurance

Investment

What Doctors Need to Know about Optimizing FDIC Insurance Limits

What Doctors Need to Know about Optimizing FDIC Insurance Limits

After the recent collapse of the 16th largest bank in the United States, called Silicon Valley Bank (SVB), more and more doctors have been talking about FDIC limits.

As a reminder, FDIC limits are the protections provided to your bank accounts sponsored by the United States government through the Federal Deposit Insurance Corporation (FDIC). Examples being your checking accounts, savings accounts, and CDs held at a banks protected under FDIC insurance.

In the event of an FDIC bank failure, the FDIC reimburses depositors of that bank up to certain thresholds.

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.