The Blog

Welcome to the Wealth Habits Blog. We have a lot of fun here while we help each other to avoid doing dumb things with our money. All the information on the site is 100% free to you. There is a ton of information here, and I understand it can be overwhelming to the first timer, so I suggest you start here with this page. Thanks for stopping by and reach out to me if you need any help!

6 Tips For Your Year-End Tax Strategy

Taxes can be one of the least entertaining subjects. Right up there with inflation and capital structures, taxes are often are not talked about at a round table with family and friends. Even though they can be tedious, the tax deadline is almost upon us. It is a good...

How To Maximize The Impact of Your Charitable Giving

According to Giving USA 2018, the United States has continued to see an upward trend in charitable giving reaching 410.2 billion dollars in 2017. Donating is a personal experience-- one that relies on our thoughts, opinions, actions, and livelihoods, driving on...

Press Pause: Overcoming Financial Overwhelm

Finances are not an easy thing to manage. Sometimes we let them get away from us and we make mistakes. Maybe you are burdened by a student loan payment, crippled by your mortgage, or boiling after some tricky investment calls, no matter what financial trouble you are...

Estate Planning: 5 Tips for New Parents

Life changes. It never stands still. In a moment you find yourself tangled up in memories that span years and generations. Time seems to have a lapse: one moment you walk across the stage at your college graduation and the next moment you bring new life into the...

The Doctor’s Guide To Saving For Retirement

You did it. You survived medical school, excelled during your residency, and passed your exams-- you are a physician. The skills you have acquired will help so many people every day. In the hustle and bustle of caring for others, it is still important that...

When is Consolidation and Refinancing Right For You?

Many people look at their student loans, especially after medical school, and feel their stomach drop. Thinking about how to repay that much debt can make your head spin. Even on a physician’s above average salary, it’s tough to fathom a world where becoming debt free...

Is Your Advisor Fee-Only?

It can be challenging to select a financial planner. There’s so much to consider - do they specialize in the financial problems you’re facing? Do they do both financial planning and investment management? How often will you meet with them, and what will your...

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