Insights
Educational writing for physicians and medical practice owners.
Ideas, checklists, and frameworks — not individualized advice. Every article ends with a consultation invitation, not a product pitch.
Planned for publication
These are the pieces in preparation. Each is published only once it has been through review, so the list below is a table of contents rather than a set of links.
Career-Stage Planning
The Physician Financial Checkup: Seven Areas That Should Work Together
A framework for looking at cash flow, taxes, retirement, investments, protection, estate, and practice planning as one system.
In preparation
Career-Stage Planning
Seven Financial Moves to Consider in the First Five Years of Practice
Foundational decisions to consider between residency and mid-career.
In preparation
Physician Tax Strategy
W-2, 1099, and Practice Income: Questions Physicians Should Ask Before Year-End
Compensation-source questions that shape tax and retirement planning.
In preparation
Practice Owner Strategy
Cash Balance and Defined Benefit Plans: A Decision Guide for Medical Practice Owners
How advanced qualified plans fit into a practice owner's larger picture.
In preparation
Career-Stage Planning
How Physicians Can Coordinate a CPA, Attorney, TPA, and Financial Advisor
A practical model for keeping outside professionals aligned around one plan.
In preparation
Retirement & Income
Five Years From Retirement: A Physician's Planning Checklist
The conversations to have before the transition begins.
In preparation
Wealth & Risk
Disability Insurance Review: Questions Physicians Often Overlook
Own-occupation, portability, and definition questions worth revisiting.
In preparation
Physician Tax Strategy
Roth Conversion Timing Before and After Retirement
Scenarios where conversion windows may open — and close.
In preparation
Practice Owner Strategy
Preparing Financially for the Sale or Transition of a Medical Practice
Personal-plan questions to bring alongside a valuation and legal team.
In preparation
Estate & Family
Beneficiaries, Trusts, and Account Ownership: A Physician Estate-Plan Coordination Checklist
Where estate documents and account titling most often disconnect.
In preparation
Physician Tax Strategy
Charitable Giving Strategies for High-Income Medical Professionals
Vehicles and timing decisions worth reviewing with a tax professional.
In preparation
Estate & Family
Long-Term Care and Survivor Planning for Physician Families
Preparing the household for scenarios wealth alone may not solve.
In preparation
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