Physicians, Protect Your Assets: 10 Strategies You Need

Illustration of a doctor in a white lab coat holding a Roman shield and spear, symbolizing asset protection and financial defense.

I once spoke with a surgeon who told me: “I feel like I’m one lawsuit away from losing everything I’ve built.” He wasn’t being dramatic. Physicians carry a unique risk profile that most people simply don’t face. High income, valuable assets, and the potential for malpractice claims make you a prime target—not just for lawsuits,…

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Moving Closer—or Further—from Financial Freedom?

Businessman in a suit standing triumphantly on a mountain peak with arms raised, symbolizing achievement and financial freedom under a bright sky.

A few years back, a friend texted me a photo of his brand-new sports car. It was red. Shiny. Gorgeous. A month later, he was complaining he couldn’t afford to max out his retirement account anymore. Another friend—same income, same job title—drove a sensible sedan, invested every bonus check, and recently told me she’s contemplating…

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How to Identify Your Biggest Financial Threat

Illustration of a man holding a magnifying glass, inspecting a bush hiding gold coins, symbolizing discovering hidden financial threats or risks.

A friend of mine used to say, “I’d rather face a lion than look at my finances.” I used to laugh—until I realized a lot of people feel the same. Lions roar and bare their teeth. Financial threats…they’re quiet. Subtle. They hide in spreadsheets, interest rates, and decisions you meant to make “next month.” And…

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Are Your Habits Helping or Hurting Your Financial Freedom?

Wooden piggy bank labeled “Money Habits” next to stacks of hundred-dollar bills and wooden dollar signs on a wooden table surface, symbolizing financial habits and savings.

Years ago, a friend of mine bought a fancy new espresso machine for $1,200. She called it an “investment.” She used it twice. Meanwhile, another friend socked away $20 a week into a Roth IRA and, last I checked, had almost five figures saved—just from coffee money alone. Same income levels. Totally different financial outcomes.…

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Saving Money When Your Insurance Premiums Go Up

Close-up of Benjamin Franklin on a US $100 bill with financial charts and blue upward arrows representing rising costs and economic trends.

I remember opening my renewal notice once and blinking twice, thinking my eyes were playing tricks. My car insurance premium had jumped almost 20%. No new claims. No new tickets. Just… up. Sound familiar? If your insurance costs are rising, you’re not alone. It’s happening everywhere—from auto and homeowners insurance to health coverage. Let’s unpack…

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Top 5 Summer Tax Tips for Consultants and Coaches

Consultant reviewing tax documents and laptop outdoors in summer sunlight

Summer might not scream “tax planning,” but that doesn’t mean it’s a time to go quiet on your finances. If you’re a consultant or coach, this season offers a clean break from tax season chaos and a chance to get ahead of your 2025 tax bill. Think of it as a mid-year checkup before anything…

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Serious Tax Help for PhysiciansOur innovative accounting model provides full service tax preparation, documentation and proactive strategies to save busy professionals dramatically on their taxes. Start Saving Today Tax Compliance Compliance is the act of actually filing your individual state and federal income taxes, along with an entity income tax filings. Tax Planning Our clients…

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