Latest Insights Archive
4 Rules to Follow When Moving to a New City
Recently, I’ve had several clients all embark on out-of-state moves with their families. Moving is a really stressful life decision. The last thing you want
How to (Financially) Prepare For Summer
As a kid, summer was always my favorite time of year. Now, as a parent, I see a lot of the problems that summer can
Should You Continue To Work After You Retire?
I often think about retirement like renovating a home. You know that, in the long run, you’re going to get exactly what you want out
How to Build Wealth in Your 20s and 30s
When you’re in your 20s and 30s, building wealth doesn’t always feel like a first priority. You’re wrapping up your education, dealing with a mountain
How Should I Save For Retirement?
Your retirement savings strategy is a really important part of retirement preparation. Although it may seem like “just saving” using a workplace retirement account, or
5 Ways You Can Automate Your Finances
Did you know that automating your finances is one of the easiest ways to stay on track to reach your financial goals? The truth is,
The Top 4 Financial Mistakes that Physicians Make (And How to Avoid Them)
As we go through life, we try to make the best possible decisions about our money. Sometimes, though, in spite of our best efforts –
Prioritizing Savings for Young Physicians and High-Income Earners
Most physicians, or high-income earners, who I talk to know that they need to be saving – they’re just not exactly sure how to prioritize
Save for Tomorrow or Live For Today?
Commit to saving and planning for the future as best you can, but to also give yourself the flexibility to enjoy your money today. You deserve to live a life you’re happy with and proud of – and not just during retirement!
Should You Buy a House When You Have Medical School Loans?
Asking whether or not you should buy a home while you still have loans isn’t necessarily the right question. Instead, figuring out whether or not buying a home fits into your financial plan, and matches up with your lifestyle values, is a good first step. Let’s start by walking through a few home-buying rules to follow.
The Psychology of Debt Repayment
I want you to have the most success possible as you get started paying down your debt, so let’s dive in and take a look at how people tend to approach debt – and how that fits into your financial plan.
A Step-By-Step Guide To Saving For Retirement
Saving for retirement is like solving a Rubik’s cube: strategic, obtuse, and (once it’s finally solved) satisfying. Similar to saving money, there are multiple ways
Everything You Need to Know About Loan Repayment Programs
Many of our attorney clients have faced student loan debt – we get that it can be intimidating. When you’re a few years into your
How To Design Your Ideal Retirement Lifestyle
Your retirement lifestyle is like a blueprint, each line, curve, and structure customized to meet your requirements. The possibilities for your retirement are only limited
Debt Snowball or Avalanche: Which is Right For You?
If you’re staring down a mountain of student loan debt, you’ve likely heard of two different repayment strategies: The debt “snowball.” The debt “avalanche.” The
