Services Offered
Alyssa Miranda
Doctors, Here is Your 4th Quarter 2024: ...

This represents general benchmarks for the fourth quarter of 2024.

Doctors, Here is Your 4th Quarter 2024: Benchmark Performance Update
Investing, Stock Market
Alyssa Miranda
The Longer-Term History of Stock Markets All ...

During the summer of 2024 stock markets were in the news. The Standard and Poor’s 500 (S&P 500) fell about 6% between July 31st and August 5th of this year. The news media was quick to panic—they always do. 

The Longer-Term History of Stock Markets All Doctors Should Know
Services Offered
Alyssa Miranda
Doctors, Here is Your 3rd Quarter 2024: ...

This represents general benchmarks for the third quarter of 2024.

Doctors, Here is Your 3rd Quarter 2024: Benchmark Performance Update
Debt, Financial Plan, Income
Alyssa Miranda
The 6 Step Financial Check-Up for a Successful ...

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:

The 6 Step Financial Check-Up for a Successful Residency Transition
Investing, Taxes
Alyssa Miranda
The Doctor’s 2024 Year-End Financial Checklist

Now that summer is coming to an end and students are headed back to school, it’s time to start thinking about year-end finances. Make a plan to finish these five items before mid-November. Reach out to our team with any questions or to make sure you’ve completed all that applies to you.

The Doctor’s 2024 Year-End Financial Checklist
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PSLF Update 2024: Payment Count Adjustments for Doctors

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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.

Your Personal, Private Financial Website

Your Personal, Private Financial Website

Quick Quiz: Could you name all of your many financial accounts without using a cheat sheet?  How about remembering each and every log in and password?

Most of our clients could name some of their accounts, but few could list all. The reason is your life, is complicated and you are short on time.

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.