Latest Insights Archive

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

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