Budgeting Backwards – How to Never Budget Again

Financial planning is one area in which most people could use some guidance from a trustworthy and qualified professional. Over 2/3 of Americans fail to keep a regular budget and resort to credit cards more often than they should. But why is keeping a budget so easy on paper and so hard in reality? Is [...]

By | June 27th, 2017|Financial News|

Financial Advice for Residents, Physicians

The financial decisions you make as a pre-med or medical student have a direct impact on your career and life in general. Taking the right steps to be financially smart now will benefit you in the long-term and there a quite a few considerations you should be making. Many people are aware that it takes [...]

By | June 27th, 2017|Financial News|

Backdoor Roth IRA Guide, Rules, Steps

You’ve probably heard of a retirement planning strategy known to many as the “Back-Door Roth.” But how is it different than the traditional IRA and what are the benefits? When the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution were allowed to [...]

By | June 12th, 2017|Investing|