Should I Invest Pre-Tax or Roth in my 401K?

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...
7 Ways to Avoid the 59.5 Rule

7 Ways to Avoid the 59.5 Rule

Editor’s Note: After writing this article, a commenter on social media pointed out that I did not discuss the Rule of 55. This is an important consideration for those who define early retirement as “at or after the age of 55.” What the Rule of 55...
Pros and Cons of a HELOC

Pros and Cons of a HELOC

According to the American Psychological Association, money is the number 2 stressor in American households. So, imagine a world where there was a financial tool for homeowners that would help decrease your financial stress and increase your financial security. Sounds...
Joint Finances: Navigating Relationships and Money

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...
The Importance of Liquidity with Investing

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...
Should All Doctors Have a Trust?

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....