Financial Planning
Timely Information on Investment Markets and Financial Planning.
Financial Planning
The Resources, Details, and Strategies You Need to Succeed
Swallowing the Pill: How to Handle Student Loan Debt

Swallowing the Pill:
How to Handle Student Loan Debt

Med school is expensive and student loans are a fact of life for many professionals in healthcare, such as doctors, pharmacists, hospital administrators, nurses, clinical social workers, and physician assistants. Once you start working, it is important to make a plan to address student loan debt, whether through student loan forgiveness or a repayment plan.

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Set Your Standards

Set Your Standards

We’ve talked before about the importance of increasing your salary. Advocating for yourself can provide the flexibility necessary to allow you to stay in the workforce as your life changes. This allows you to retain your salary and continue contributing to your savings.

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Make the Case

Make the Case

One way to protect and grow your income is to advocate for yourself at work. This starts before you even step foot into your new workplace and continues throughout your whole career.

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Self-Advocacy: Your Financial Plan’s Secret Weapon

Self-Advocacy:
Your Financial Plan’s Secret Weapon

Your income is usually one of the first building blocks of your financial plan. One way to protect and grow your income is to advocate for yourself at work. Our new series, “Brave New World – Financial Advice for the 21st Century gives you actionable steps you can take to find success in 2024, not 1984.

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Financial To-Do List

Financial To-Do List

The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals.

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What is Tax-Loss Harvesting?

What is Tax-Loss Harvesting?

The leaves are changing colors and the evenings are cooling off as we approach the end of the year. These last few months bring a unique opportunity for investors to decrease their tax burden by harvesting losses in investment accounts. How does this process work? Can you benefit?

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