Financial Advisors

Smart End Of The Year Financial Tips

This is a repost of last year’s financial tips, updated for 2019! Can you believe the year is almost over?...

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A Woman’s Guide to Becoming Financially Independent Using Real Estate

This is a guest post by Letizia of Semi-Retired MD. She and her husband are both physicians and financially independent,...

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Real Estate Syndications: How I Dipped My Toes In

paid off my student loans earlier this year. But I finally took the plunge into real estate syndications, and I...

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Eggy May Have More Accounts Than You

if any, for your kid(s)’s education & life is a personal decision. There is no simple answer. I don’t recommend...

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Fire Your Financial Advisor!

If you’re interested in learning more about finances and don’t have the time or interest to wade through books, blogs,...

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Our 2018 Savings & Investing Plan

2018 is well underway. Last year, M and I had a good amount of tax advantaged retirement “pots” available to...

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Moving & Mega Backdoor Roth IRAs

Before any big change in your life (hello, moving!), it’s important to get your finances in order. We consider the...

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Surviving $350,000 of My Biggest Financial Mistakes

I’ve estimated that these mistakes have cost me at least $350,000. Meaning that if I didn’t make them, I’d have...

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Why Physician Women Should Strive For Financial Independence

every physician (especially women!) should strive for financial independence (FI) or pFI in a reasonable amount of time. Why? 1....

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The Solo 401(k)

Starting a Solo 401(k): The Solo(K) Series Continues

the many benefits of a solo 401(k) and the necessary conditions for opening one. So now you’re convinced you need...

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