DWM Grand Rounds #1: Doc-to-Doc on Personal Finance

DWM Grand Rounds #1: Doc-to-Doc on Personal Finance

Title: Doc-to-Doc on Personal Finance & Physician Support Initiative   Highlights: Student loan management Public Service Loan Forgiveness Maximize Tax Efficiency/ Investment Return Physician Support Initiative P.S.I.   Date & Time:                                                              Location: July 6th, 2016 12-1 pm        

How I Contributed $23.5k to Roth IRA/Roth 403b in 2015 as PGY2

I’m a big proponent of maxing out available Roth space during low income/training years. However, most of us don’t have enough income to put $23,500 post-tax dollars away on resident/fellow income. Below I will share how I contributed $23,500 post-tax

Revised Pay As You Earn (REPAYE) or Refinance?

This is an in-depth discussion about whether to go for Revised Paye As You Earn (REPAYE) or refinance your student loans with private banks like DRB or LinkCapital. Reader wrote: “My current thought is if someone wants to stay and

Investment portfolio

My investment portfolio is stupid simple and passive. I buy the US stock market and hold for at least 3 decades. 100% stocks for now, will re-balance as my risk tolerance decreases with age/nearing retirement. I know of an financially

Need motivation?

Need motivation to save more for retirement? Check this link out, “How does your retirement savings progress stack up?” For age 30-39 year old, the national stats are: Average Contribution Rate* 7% Average Account Balance $40,500   For age 30-39

Say what? 5 million dollars in 36 years?? on an intern’s income???

I met with Damond Petersen, a Workplace Planning and Guidance Consultant from Fidelity Brokerage Services LLC today and learned some awesome things. I am not retiring tomorrow, but I’m certainly planning for retirement today 🙂  #1 If i continue to save at my

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