Resource Center
Physician Resource Center.
Explore educational guides, checklists, articles, and webinars designed to help medical professionals make more informed decisions about taxes, retirement, investments, practice ownership, and legacy planning.
Featured Guide
The Physician Tax & Retirement Planning Guide
A structured overview of the tax, retirement, investment, and practice-planning questions physicians most often need to review — written for busy medical professionals who want a framework, not a product pitch.
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Latest Articles
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.
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Career-Stage Planning
Seven Financial Moves to Consider in the First Five Years of Practice
Foundational decisions to consider between residency and mid-career.
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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.
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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.
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Retirement & Income
Five Years From Retirement: A Physician's Planning Checklist
The conversations to have before the transition begins.
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