Have you ever been on your last day of vacation and thought, “Gosh, we should do this more often.”? Don’t get me wrong—I could go somewhere every quarter and still have that feeling. Have you had an argument with your significant other over a big purchase? Most of us have been there. We all struggleContinue reading “Why You Need a Spending Plan”
If you are a physician and early in your career, you probably have student loans. According to the Association of American Medical Colleges, the median amount of student loans for a physician entering residency in 2019 was approximately $200,000. Most have Federal loans and are on an income-driven repayment plan. As a CFP® married toContinue reading “The Physician Guide to Evaluating Student Loans”
Two things few people like—2020 and taxes. Here are some year-end tax planning ideas to help prevent you from leaving the IRS a tip this year or in the future. Tax-Loss Harvesting Tax-loss harvesting is a technique that involves selling an investment in a non-qualified account that is (unfortunately) worth less than you paid forContinue reading “2020 Year-End Tax Planning”
Buying a home after residency is a common financial topic among residents nearing graduation. It was a major conversation topic in our Squirrel Hill apartment during the last couple of years of Kerry’s residency. You want to avoid becoming house poor, but also want a nice place to raise a family in. The question becomes,Continue reading “Buying a Home After Residency”
When investing, the how depends on the why. Many people ask questions like “Is now a good time to invest?” or, in some form, “What is the best investment?” There is a saying that goes something like “The best time to invest was 20 years ago. The second best time is now.” As for theContinue reading “Investing: How Depends on Why”
What is Sustainable or ESG Investing? When it comes to Sustainable or ESG investing, many different terms get used interchangeably and as a result, leads to a lot of confusion. It’s understandable because the concept is relatively new. I view Sustainable Investing as the umbrella and underneath that, you have ESG (Environmental, Social and Governance),Continue reading “Sustainable Investing”
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