Taxes

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January 7, 2026

When Should You Rebalance Your Investment Portfolio?

I’ve talked before about how important it is to rebalance your investment portfolio. And while it’s important to understand the concept of rebalancing, we need

December 22, 2025

The Mega Backdoor Roth IRA: A Powerful Wealth-Building Tool for Doctors

You may occasionally hear some personal finance people talking about the mega backdoor Roth IRA. When I do, it conjures up the image of some

December 5, 2025

Doctors Pay Too Much in Taxes, Here are 3 Things You Can Do About It

The greatest expense of the large majority of doctors is taxes. And it can feel like this is inevitable. In fact, a recently published working

November 24, 2025

Tax Plan Your Way to Wealth for Physicians and Medical Professionals

I’m excited to share today’s guest post from William L. MacDonald, founder of PPS key resource My Financial Coach. Bill has extensive experience in executive

November 12, 2025

Stock Dividends for Doctors: Passive Income or Growth Deterrent?

Stock dividends explained for physicians

November 3, 2025

How to Stop Leaving a “Tip” for the IRS in Retirement

Roth conversions help you decide when you pay taxes, so you keep more of what you’ve already earned.

October 20, 2025

5 Important Wealth Building Strategies for Late Career Doctors

Doctors are high income earners, by definition. But we are often not high net worth individuals. So why doesn’t high income always convert to wealth?

October 9, 2025

Could 2025 Be a Landmark Year for Real Estate Investors?

As W-2 earners, most of us feel the tax bite every time we look at our paycheck. (Helpful hint: don’t do this too often!) However,

September 26, 2025

How Doctors Can Conduct At-Home Financial Tests

At your yearly physical, chances are that your primary care doctor will order a standard battery of labs to basically check how your system is

September 19, 2025

The Overlooked Investment Every Doctor Should Use to Cut Taxes and Lower Risk

Municipal bonds may sound boring, but for physicians in high tax brackets, they can deliver steady, tax-free income and protect your portfolio.