Financial Planning

Latest articles

What to Know About Kiddie Tax and Hiring Your Kids as Employees

Rupa Pereira, EA, CSLP, AIF

What Physicians Should Do With Retirement Accounts From an Old Employer

Jared Costigan, CFP®

How Dependent Care FSAs Can Reduce Your Taxes and Ease Student Loan Stress

Miranda Marquit

How To Use an FSA to Lower AGI: A Little-Known Student Loan Strategy

Caitlin See

Is the Married Filing Separately Health Insurance Penalty Worth It? How to Minimize the Impact

Caitlin See

Financial Planning for Physicians: Your Roadmap to Mastering Cash Flow, Taxes and Retirement

Sim Terwilliger, CFP®, CSLP®

Endodontist Student Debt: Worse than a Root Canal?

Travis Hornsby, CFA®, CFP®

7 Steps to Becoming a Rich Dentist (Even With Loads of Student Debt)

Travis Hornsby, CFA®, CFP®

Are Pharmacists Rich? Learn How They Can Be!

Rob Bertman, CFA, CFP®