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Financial Clarity Blog

Helping people make smart financial decisions.  

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Retirement Plans for Doctors

A comprehensive review of different retirement plans for doctors. There are many different retirement plans for doctors that can be utilized. Typically, retirement plans for doctors will fall into two categories: plans available for employees, and plans for self-employed individuals. We will look at both sets of options and talk about how they can be utilized.

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A Lesson From Turkeys

As you get closer to needing your money, you should reduce the possibility of a cataclysmic event devastating your investment portfolio, because you no longer have the time to let your portfolio recover. Don’t be a turkey. Don’t get too comfortable with how things are now, because it won’t be this way forever. Seasons come and go. Winter is coming and things will die off, which creates opportunities for a new life in the spring.

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Last Year of Residency Finance Checklist

As a doctor in the last year of residency or fellowship, you can see the light at the end of the tunnel! Now is the time to get your financial house teed up for success as you will soon morph into a new attending physician. This week we put together a short finance checklist of things to address in the last year of residency or fellowship to help you on your journey. Let’s get started!

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Is a 529 College Savings Plan Worth It?

For parents, saving some money for college for their kids is often a financial goal. Everyone has different goals for how much college they want to pay for – some may want to pay for any and all of it, others only a portion. Many of you with children have heard of the 529 college savings plan. Today we want to answer the question, “Is a 529 college savings plan worth it?”

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6 Ways to Achieve Financial Success as a New Attending Physician

The 2019-2020 academic year is behind us, which means there are approximately 45,000 new doctors entering practice in America (according to the ACGME Data Resource Book). That's a lot of new doctors who have a fantastic opportunity to achieve financial independence if they get started on the right foot. Today we are going to dive into six ways to achieve financial success as a new attending physician.

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Should I Get Into Real Estate?

Doing your best to clarify your goals and objectives is helpful, along with diversifying. Owning income-generating real estate properties can be a great component of a well-rounded financial strategy for those who have an interest in that. However, you can also create a superb financial strategy without owning any commercial real estate or rental properties.

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