Guiding Principles Series – Principle 5 – “We pursue financial decisions that eliminate debt obligations.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #5, “We pursue financial decisions that eliminate debt obligations.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Debt and your financial plan One hot button topic in financial planning is the use…

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Guiding Principles Series – Principle 3 – “We pursue the reduction of complexity in our clients’ financial lives.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #3, “We pursue the reduction of complexity in our clients’ financial lives.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Complicated is better, right? When it comes to handling money, sometimes we…

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Financial Planning for Physicians

Does this sound like you? You’ve completed, or are close to completing, your residency. Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency. You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing…

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