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The Physician's Guide To Financial Wellness

Feb 28, 2022

Retiring earlier than the “traditional” retirement age brings with it a number of unique factors and considerations. In this episode, we dive into five of the most important areas to address if you’re planning to retire early, and what’s unique about these compared to someone who’s retiring a decade or more...


Feb 14, 2022

When it comes to taxes, a key distinction to make is the difference between tax planning and tax preparation. Tax preparation is a reactive process that primarily consists of reporting what has already happened in the prior tax year to understand your tax liability and whether you’ll receive a refund or owe taxes when...