Physicians spend their careers dedicated to a mission—so what happens when retirement arrives? This guide explores how values-based financial planning can help you align your wealth with your purpose, from philanthropy and charitable giving to crafting a fulfilling next phase of life.

Preparing for retirement as a physician involves more than just saving—it requires a clear strategy to optimize taxes, align investments, and ensure long-term financial security. This guide outlines key financial priorities physicians should review before retiring, from Medicare planning and withdrawal strategies to investment adjustments and goal setting. Get the clarity you need to enter retirement with confidence.

Left a job and not sure what to do with your old 401(k)? You’re not alone. This article breaks down the pros and cons of your key options—leaving it where it is, rolling it into a new employer plan, moving it to an IRA, or cashing out.

The secret to financial independence isn’t just how much you earn—it’s how much you save. This article dives into why a high savings rate is one of the most effective wealth-building strategies, how to find the right balance between spending and saving, and practical ways to increase your savings without feeling deprived. If you're looking to accelerate your path to financial security, this guide is for you.

Losing your job can feel overwhelming—but it doesn’t have to derail your financial future. This article offers a practical roadmap for navigating a layoff or unexpected unemployment with confidence.

Not all financial advisors understand the unique financial landscape of APPs—from student loans to hospital benefits and tax-efficient investing. This guide helps you find the right financial planner who can help you balance debt repayment, investing, and long-term wealth building—without conflicts of interest.

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