Personal Finance
Articles
Should I Invest Pre-Tax or Roth in my 401K?
Every paycheck comes with an invisible, yet crucial decision: where to invest for the future. The big decision? Pre-tax vs. Roth investing. For doctors, this isn't just another choice—it's a pivotal strategy that could shape their financial health far beyond...
7 Ways to Avoid the 59.5 Rule
Retiring early? Many don’t consider the 10% penalty for any withdrawals from retirement accounts before the age of 59 and a half. Here are 7 ways to get around it…
Pros and Cons of a HELOC
Should you use a HELOC? As with anything, it depends. There are some really good uses for a HELOC, and some pretty terrible ones, too. Tag along as we discuss all things HELOC.
Joint Finances: Navigating Relationships and Money
Merging your money as a couple seems simple on the surface, doesn't it? You love each other; why not love sharing a bank account too? Yet, very couple faces this decision with their unique blend of excitement and trepidation. And let me tell you, those emotions are...
The Importance of Liquidity with Investing
Editor's Note: It is that time of year. If you are looking for a student loan consult that is affordable, even for residents, we've got you covered with the Money Meets Medicine Student Loan Consult process. Or maybe you are looking to obtain own-occupation disability...
Should All Doctors Have a Trust?
While most physicians would benefit from having a will and trust, you and I both know that doctors don't have the time to figure out how to navigate the complex world of medicine while trying to manage your personal finances and estate. It's no small feat. Embarking...