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News & Articles


Designing a Life That Works for You—Now and in the Future Thumbnail

Designing a Life That Works for You—Now and in the Future

Many physicians spend their careers serving others but forget to design a life that works for them. You don’t have to wait until retirement to feel fulfilled. With intentional financial and lifestyle planning, you can protect your health, wealth, and time—and start living with balance, freedom, and purpose today.

Don’t Let Hidden Fees Eat Your Retirement Thumbnail

Don’t Let Hidden Fees Eat Your Retirement

Hidden investment fees can quietly erode your retirement savings. Even a 1% difference in annual costs can mean hundreds of thousands lost to compounding drag. Learn how to uncover true all-in costs, protect your returns, and keep every dollar working toward your financial freedom.

Tripping Over Dollars to Pick Up Pennies Thumbnail

Tripping Over Dollars to Pick Up Pennies

Too many physicians focus on cutting ETF fees while ignoring bigger tax costs. If your dividends are in taxable accounts, you may be paying Uncle Sam far more than you save. Here’s how to avoid “tripping over dollars to pick up pennies.”