Blog Posts

By Marc Shaffer

Spring is here – the time of awakening and starting fresh – hence the reason we also start to think about spring cleaning. Now typically, this could mean tidying a garage that was stuffed with all the yard items from last summer or scrubbing areas of our house we often ignore. But now would also be a great time to think about spring cleaning your finances.

Are you ready to rethink some budget items, get your affairs in order and start fresh for the rest of the year and beyond with a spruced up financial focus?

By John Fales

The financial demands on your life as a doctor will be unique in every stage of your career. From your education to residency, first years to a seasoned career, and career closure to retirement, a financial plan can guide you through a fulfilling career in medicine and help build your legacy.

Here are some questions we often hear from residents and new physicians:

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college is that opportunity. Additionally, the earlier you consider how you expect to pay for college costs, the better.

Today, the average college graduate owes $28,950 in debt, while the average salary for a recent graduate is $55,360.

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.

By Dena Fischer

Financial Infidelity is a term popping up more in conversation these days. As someone who experienced financial infidelity at one time in my life, the term may be new to me, but I’m now realizing it’s not so uncommon and I wasn’t alone.

What exactly is financial infidelity?

The common definitions are hiding money, lying about income or debt, or trying to hide out of control spending from your partner. With or without malicious intentions, you are deceiving your partner about financial practices and money habits. All of these can destroy trust in a relationship and once lost, just like physical infidelity, it is very difficult to rebuild that trust.

By Jessica Searcy Kmetty

Maybe it’s a small action, like moving your Amazon packages to a room your spouse rarely visits. Or perhaps you use cash to buy that fast food meal so there’s no paper trail (throw those wrappers away, too!)

But is that ok?

Is this simply human behavior, or are these lies?

And what if it becomes more?