Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…
The Trouble with Being an Optimist
People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…
How to Deal With Lifestyle Creep
If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice the rising temperature. Your hand adapts to the gradual change. Read more…
Is this Normal? Market Volatility
Last week’s volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint. Read more…
Credit Scores and Credit Reports: What They Are and Why You Should Care
We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…
5 Reasons to Choose Goals-Based Financial Planning
In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…
Why Physicians Need a Financial Advisor
Physicians in most specialties have no “products” to sell other than their expertise and advice. For that reason, productive use of time, both at work and at home, is critical. It has taken on increased importance among resident physicians at the beginning of their careers, for whom lifestyle Read more…
Should You Invest in Bitcoin?
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? Read more…
This Holiday Season, Give Yourself the Gift of Happiness
The old adage reads, “Money can’t buy happiness.” But doesn’t money give us the freedom to do the things that make us happy? We spend our lives trying to earn as much money as possible, but at some point, don’t we need to evaluate what really brings happiness into our lives? Read more…
Physicians: How to Create a Financial Independence Plan
The transition from a training program into the active practice of medicine represents one of the great opportunities and challenges in the life of a physician. Finally, you are doing what you trained so hard to do: making decisions independently based on the knowledge and skills you have developed Read more…
