Residency to Retirement Resource Center

Reduce your 2019 tax bill before year's end

November 14, 2019
Many physicians have just filed their 2018 tax returns – if they filed on extension – but it is already time to take steps to reduce the…
Residency to Retirement Resource Center

An advisor can help take the emotion out of investing

October 15, 2019
This is the first of a three-part series on how a physician will get investment advice during his or her lifetime.
Residency to Retirement Resource Center

A budget can keep millennial physicians' spending in check

September 26, 2019
New physicians are often disappointed with their bank account when they start their first jobs, even after several months of being in practice…
Residency to Retirement Resource Center

Protect what you already have

September 26, 2019
Many young physicians, fellows and residents look at their financial situation and do not think of themselves as owning any significant assets, never…
Residency to Retirement Resource Center

Use financial modeling to evaluate first job opportunities

September 26, 2019
Newly minted physicians can often be idealistic when looking for their first jobs. After years of hard work, relocation and delayed gratification, it…
Residency to Retirement Resource Center

Aim for the best, plan for the worst: Protect against malpractice liability

September 26, 2019
Many experienced physicians, at one time or another, have worried about being sued for malpractice (or another risk) because of a bad patient outcome…
Residency to Retirement Resource Center

Manage student loan debt at every career stage

September 26, 2019
Physicians who are finishing their training and starting their first jobs are often disappointed by the onerous burden of student loan debt. Given…
Residency to Retirement Resource Center

Retirement planning 101: Understand six retirement tools available to physicians

September 26, 2019
Achieving a comfortable retirement is a leading financial goal for most physicians, including millennials who may continue to practice for many…