When clients ask for book recommendations, I like to give them titles that are as helpful to their lifestyles and careers as possible. This list isn’t necessarily physician-specific, but they do address some of the common themes and questions that come up for doctors planning out their finances. Here are some of my picks for physician money books for doctors: Investing Books for Doctors The Continue Reading
Back-to-School Financial Review
Something about back-to-school season brings that urge to refresh, reorganize, and get to work (and maybe buy a few office accessories just for fun.) If you’re a student or a parent to a student, you’ve probably been buying school supplies, filling out paperwork and savoring what’s left of summer. Even if you’re not a parent or a student, you can harness the “fresh start” energy of Continue Reading
Your Richest Life Listed on InvestmentNews 40 Under 40
Your Richest Life is coming up on its third birthday! I believe it's important to take the time to look back on the achievements of each year in business. It gives me the chance to reflect on where I've been and where I'm going. One of the best parts of this year was making the InvestmentNews 40 Under 40 list, which is the magazine's roundup of industry professionals making an impact. I was Continue Reading
Financial Goals: Summertime Review
Happy June! Does it feel like you were just setting your goals for 2017? More importantly, can you remember what those goals were? If you forgot about your financial goals for the year by Valentine's Day, you're not alone. Nearly every person who sets resolutions doesn't achieve them. But the year isn't over, and you still have time to make serious strides before the year's end. Or, if you Continue Reading
Spring Cleaning Your Finances
Longer, warmer days are the perfect excuse to open the windows and clear out the clutter. Just like spring cleaning out your space helps clear your mind, organizing your finances can show you where you need an adjustment. Spending just a few dedicated days a year to your finances can help you make massive changes, and spring is an ideal time for that. Here are some tips to take advantage of the Continue Reading
Spring Vacation on a Budget
Does winter weather have you dreaming of a warm beach somewhere? You don't have to be a student to take advantage of spring break. But you also don't have to cripple your bank account to take your family on a vacation. Here are some tips to save extra cash on your spring trip: 1. Set a budget Don't do any planning before you set a budget for your trip that you're comfortable with. This Continue Reading
Changing Your Mindset to Grow Wealth
Happy New Year! 2017 is here, and most likely you've seen dozens of lists already about how to set goals or make the best resolutions (you can read our tips for setting resolutions that stick here and here). These lists crop up annually, but they never seem to have very groundbreaking advice when it comes to actually fulfilling financial planning resolutions for established Continue Reading
How to Earn More from Investing in Yourself
You can have excellent savings, a rewarding career, a healthy retirement account, and a well-rounded portfolio and still feel trapped. If you're working hard on growing in your job, or investing time in your relationships with loved ones, it can be easy to forget about the most beneficial thing to invest in: you. You are your greatest asset. If you should lose your job, or suffer a serious Continue Reading
4 Ways to Prepare Your Grad for Financial Success in College
Plenty of parents worry about paying for college - from tuition and books to dorm supplies and laptops. Whether you're footing the whole bill or none of it, some of the responsibility will fall on your child to achieve financial success in college. Here are some tips to help prepare them for living on their own and thriving financially in college: If you're a more visual learner, jump Continue Reading