2025 Summer Checklist: Is Your Retirement Plan on Track?

Notepad labeled “2025 Summer Retirement Planning Checklist” on a wooden table with sunglasses, a straw hat, and a pen

Summer’s a strange season for retirement planning. It’s when people slow down, take vacations, unplug a little. But maybe that’s why it works—less noise, more clarity. It’s a good time to sit with your finances and ask: Am I where I need to be? Let’s go through a practical summer checklist. Not everything will apply…

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Remote Medicine, Real Taxes: What Doctors Working Online Need to Know

Illustration of a telemedicine doctor in a white coat reviewing tax documents while on a video call with a patient, with a tax calendar in the background

The way physicians practice has shifted. If you’re delivering care remotely—full time or just supplementing your income—you’re operating in a different tax environment. One that requires more tracking, more strategy, and yes, more decisions. This guide walks you through what doctors working in telemedicine need to understand about taxes—and how to make it all work…

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Tax Deferral Strategies Every High-Earner Should Know

Illustration showing a money bag labeled “Tax Deferral,” gold coins, a clipboard, and an upward arrow representing financial planning

When you’re earning well into the six or seven figures, taxes can feel like a slow leak on your wealth. You make the money, but you don’t always get to keep it—not right away, at least. That’s where tax deferral strategies come in. They don’t eliminate taxes, but they shift the timing. Done right, they…

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W-2 vs. 1099 for Doctors: Which Saves More on Taxes?

Close-up of W-2 and 1099 tax forms with sticky note asking which saves more on taxes for doctors

Not all income is treated the same—especially when you’re a physician. Whether you’re working as a full-time W-2 employee or contracting as a 1099 independent doctor, how you’re classified can make a real difference on your taxes, deductions, and long-term financial strategy. Let’s walk through what each option really means, what it costs you, and…

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Mid-Year Tax Planning Checklist for Busy Professionals

Checklist icon and tax planning tips for busy professionals on a blue background

By the time June rolls around, most people stop thinking about taxes. But that’s usually when things start slipping through the cracks. If you’re a busy professional, you already know how quickly the year can get away from you. And when it comes to tax planning, waiting until December—or worse, April—isn’t exactly a winning strategy.…

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Managing Your Finances Despite Trump Tariffs

US flag with background displaying tariff rate statistics

The impact of tariffs, particularly those implemented during the Trump administration, has been felt by businesses and individuals alike. Whether you’re a business owner, an investor, or a consumer, these tariffs can affect everything from product prices to investment strategies. This blog will walk you through how to manage your finances during this turbulent time,…

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Should Doctors Consider Personal Loans? Here’s When

Doctor reviewing financial loan documents for car or home loan approval, with a calculator and laptop in a professional office setting.

When it comes to financial management, doctors often face unique challenges. From managing student loans to establishing their practices, physicians need smart solutions. Personal loans can be a useful tool, but they aren’t always the right choice. Let’s explore when doctors should consider personal loans and the associated financial implications. What Are Personal Loans and…

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Strategies to Reduce Your Tax Liability

A digital illustration representing strategies to reduce tax liability, featuring a clipboard with "TAX" written on it, a calculator, gold coins, a money bag, a green checkmark, and a red downward arrow, all set against a soft beige background with a leaf-like texture.

Taxes can feel like a heavy burden, but there are many ways you can reduce your tax liability if you take the right steps. Whether you’re a business owner, a high-income earner, or just someone looking to make the most of your finances, understanding tax-saving strategies is crucial. In this guide, we’ll break down the…

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How to Evaluate a Rental Property: 5 Essential Rules

Graphic showing how to evaluate a rental property with a checklist, featuring a rental house, clipboard, and green tree.

Investing in rental properties can be a lucrative venture if done correctly. However, to ensure your investment provides consistent returns, you need to evaluate potential properties carefully. The following five essential rules will help you make informed decisions, backed by practical and actionable insights. 1. Analyze the Location The location of a rental property is…

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