For Physicians

For Residents and Fellows

Does it make sense for you to pay off your medical school loans or save more for retirement? Should you refinance your mortgage or finance a college education for your children? We will help you make the right decisions based on your individual circumstances. We’ll help determine whether consolidation or income-based repayment are options for you and if you’re eligible for loan forgiveness or repayment programs. We help residents and fellows prioritize finances and manage their overall debt load.

Calculators

Newsletters

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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