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Posts by Marcus Miller

5 Financial Rules for Residency

When you’re a new physician going through residency, you may start to feel a little bit worried about your finances. Up until now, you’ve been scraping by in medical school, and it’s possible that a large portion of your monthly expenses were covered by loans, grants, or scholarships.  Now that you’re in residency, you have…

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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 bring. My wife and I both work, and it can be tough to balance the expense of additional child care with the desire to spend more time with our kids.…

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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, as motivated as you might feel to accomplish your money goals, it can be tough to stay the course. When you automate your finances, you’re removing the “human element” from…

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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!

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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.

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Budgeting With a High Income

As a financial planner who works with attending physicians, I see one mistake consistently being made when it comes to personal finance: Individuals who are able to live comfortably as a result of their income skip the process of building a budget. More often than not, it’s not a decision they consciously made. A budget…

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New Year's Resolutions

New Year’s Resolutions Your Wallet Will Thank You For

This time of year, the internet is flooded with information about setting (and sticking to) New Year’s Resolutions. Here’s the thing, and I know this isn’t a popular opinion, but I don’t like resolutions. In my line of work as a financial planner, I see a lot of people set out to achieve some pretty…

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(We Think) The Only Tax Reform Post You Need To Read

Most of us will be getting a tax reduction as of January 1st.  Major tax reform typically occurs only once every few decades, and as you’ve probably heard by now, Congress has just passed a bill called the “Tax Cuts and Jobs Act”, which will impact virtually every individual and business on a level not…

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