If you’re looking at the total of your medical student loan payments as a newly graduated physician or dentist, and you can’t afford it, here’s your next step. If you…
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Should Physicians Refinance Their Student Loans?
Why and when you should refinance your student loans. When it comes to refinancing and managing your student loans as a new physician, you’re typically looking at two major phases:…
Three Things First Time Home Buyers Need to Know
Guest post by: Sue Manning, Keller Williams Realty Devon-Wayne With mortgage interest rates remaining near historic lows, a first time home buyer can often purchase a home for the same…
How to Handle Your Medical Student Loans Like a Pro
When it comes to handling your medical student loans, most of the generic advice out there just isn’t a fit for your situation. As a new physician, dentist or other…
Let’s Discuss Income Share Programs to Pay for College
There’s a new alternative to the student loan to help pay for college and it’s not a different type of loan. In fact, it’s called Income Share Agreements and they…
What You Didn’t Know About HSA’s
You may have been hearing that HSAs are the triple threat, allowing you to reduce your taxes today and earn tax-free income for your future. Right now, there is no…
Financial Planning is About More Than Your Investments, So Why Do Advisors Charge Based on the Size of Your Portfolio?
The client asked me: How do I know that you are working in my best interest? If you charge a flat fee instead of a percent of my assets, how…
4 Things You Must Know Before Opening a 529 Plan
It’s never too late to start saving for college, and I can’t think of many reasons not to, when the alternative is an expensive, burdensome student loan. A 529 plan…
Getting Value in a Vacation Home
There are two great reasons for buying a vacation home: You want one and you can afford to buy it. Some vacation properties can also be good investments. Others aren’t….
The Fastest Way to Increase Your College Costs
What if colleges had to post the all-in cost of tuition, room and board, including the total amount of extra expenses you incur when you take out a student loan?…
Who Needs a Financial Plan?
The fact is, everybody needs a financial plan. From the minute you begin earning your first nickle to the time you’re ready to live off your life’s earnings, you need…
Disability Insurance: The Devil’s in the Details
We had help with this article on Disability Insurance. It is written by an Insurance Professional who is partnering with PlumTree Financial Planning to bring you 360 0 of financial…