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Protecting What Matters Most


5 Tips for Texas Physicians on Taking Aim at Student Loan Burdens

18 May 2016

Physicians are feeling pressure due to rising student loans burdens, lower compensation expectations and shrinking health care reimbursements. These factors can distract from their primary motivations for pursuing a career in medicine – helping others, contributing to advancements in the medical field, and promoting health in their communities.

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Personal Finance Fundamentals I Wish I'd Followed at 30

2 May 2016

Teenagers and college grads expect to “have it all together” by their 30s. It’s ok to be a kid in your 20s — even in med school — but when the infamous 3-0 rolls around, it’s time to focus on building a solid foundation, climbing the ladder, and settling down to start a family.

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How to Set & Meet Financial Priorities At Any Age

27 April 2016

Physicians are among the highest earners, but many don’t feel like it. Having already managed large debt burdens on compressed budgets by the time they pay off their student loans and build up to a sizeable income, many physicians learn the value of setting financial goals and seeking professional advice early on.

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Young Physicians Shouldn’t Leave Their Careers to Chance

21 January 2016

Insurance. If you’re a Millennial, the word probably evokes yawns and shrugs. But insurance is needed for many reasons in our lives. We purchase travel policies when we book a vacation. We insure our cars. But what happens when that car gets smashed by another car, sending you sideways into the landscape? Or the plane falls out of the sky? Or you get sick.

These are dramatic images, but they can happen. To anyone. At any age.

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5 Steps Physicians Can Take Towards a Successful Retirement

6 April 2015

Whether you recently finished medical residency or are an established Texas physician, it is never too early to begin thinking about retirement and discussing your future with a financial advisor. While carefree days spent traveling, volunteering or golfing in Florida may seem far off, they become a reality once you have a plan in place. Having an open dialogue and honest conversation about how you envision retirement enables you and your advisor to map out a plan and schedule routine, follow-up visits to ensure you are staying on the right path.

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