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How Does Social Security Work for High-Income Earners?
7 Smart Tips for Dentists Starting Their Careers After Dental School
Does Giving Money Away Make You Happier?
Private Equity vs Private Credit: Key Differences for High-Net-Worth Investors
Best Budgeting Apps for Professionals, Couples, and Families
Physician Signing Bonus Tax: Avoiding Surprises & Maximizing Earnings
Marriage & Money: How to Talk About Money with Your Partner
Exchange Funds Explained: Tax-Deferred Diversification for Investors
How to Wean Your Teen: Helping College Students Gain Financial Independence
Do I Need a Financial Advisor? What They Do & Don’t Do
Why You Owe Taxes on Capital Gains: Even If You Didn’t Sell or Withdraw
How to Access Your 401(k) or IRA Early Without a Penalty Using Rule 72(t)
Should You Buy Into a Surgery Center? Financial Considerations for Physicians
Why Updating Your Beneficiaries Matters More Than You Think
Are Social Security Benefits Worth More Than You Think?
Estate Planning for Physicians and Dentists: 4 Key Challenges
Last-Minute Tax Tips for High-Income Earners
How to Report Your Backdoor Roth IRA on Your Taxes
Maximizing the Impact of Your Bonus
Retirees Beware: How to Spot and Stop Financial Scams
Why High-Income Professionals Still Need an Emergency Fund
Financial Infidelity: It's Not About the Money, It's About Trust
Understanding IRMAA: How Your Income Affects Medicare Costs
Breaking Free From Concentrated Positions: Protecting Your Wealth With Diversification
When Is the Best Time to Fund Your Roth IRA?
What Should You Do With Your 457 Plan When You Change Jobs?
6 Key Financial Numbers for 2025
Top 8 Financial Planning Blogs for 2024
Physician Financial Life Cycle: From Training to Retirement
5 Key Estate Planning Documents Every Professional Should Have
Physician Mortgage Loans: A Case Study
Does Money Buy Happiness?
End-of-Year Charitable Giving
A Doctor's Guide to Physician Mortgage Loans: Benefits, Eligibility, and Smart Decisions
What Is a Financial Plan?
2025 Retirement Contribution Limits Announced
Employee Benefits: What is the Difference Between an HSA and an FSA?
End-of-Year Tax Tips for Doctors
6 Key Advantages of Joining a DSO-Owned Dental Practice
How Does a Construction Loan Work? + How to Get One
Early Retirement Health Insurance: Bridging the Gap to Medicare
1031 Exchanges vs Qualified Opportunity Zones: Navigating the World of Tax-Advantaged Real Estate Investments
Behavioral Finance: Your Mood and Your Money
Maximize Your Giving, Minimize Your Taxes: The Power of Qualified Charitable Distribution
Appreciated Assets: A Gifting Strategy for High-Income Earners
Streamlining Your Financial Future: The Benefits of Investment Account Consolidation
Private Credit Investing: A Growing Opportunity for High-Net-Worth Investors
5 Money Questions to Ask Your Spouse
The Importance of Updating Your Estate Plan: When to Update Your Plan and Why
Inherited IRA Rules Are Complicated
Election Year Investing: Separating Fact From Fiction
Roth IRA vs Traditional IRA: Choosing the Right Retirement Account for You
What Is Direct Indexing? How It Works, Key Aspects, and Benefits
Working in Retirement: Considerations for Doctors
Managing Excess Funds in Your Child's 529 Plan
Our Investment Philosophy
6 Common Financial Mistakes to Avoid as a Newlywed
Exploring the Considerations of Employing Your Children in Your Dental Practice
Buyer Beware: Should You Convert Your Pre-Tax IRA to a Roth IRA in Retirement?
Financial Terms Every Physician and Dentist Should Know
5 Factors to Consider When Planning for Retirement
The Importance of Attracting and Retaining Associate Dentists
How to Develop a Sound Investment Strategy
How Do Restricted Stock Units Work?
Breaking Down Retirement Plans for Physicians and Dentists
Saving for College: The Advantage of Using a 529 Plan
Understanding Money Dysmorphia
4 Key Questions Doctors Should Ask Before Investing in a Surgery Center
Understanding Opportunity Zones: How They Can Benefit High-Income Families
Why Doctors Should Consider a Backdoor Roth IRA for Retirement Saving
What to Expect When Applying for Life Insurance
The Difference Between Investment Management and Financial Planning
How Much Can You Gift Tax Free? Navigating the Intricacies of Gift Tax
Why Dual-Doctor Households May Benefit From Filing Separate Tax Returns
The "Ozempic" for Money
Pros and Cons of Annuities in Retirement
A Thoughtful Approach to Trust Management: A Corporate Trustee
Demystifying the Mega Backdoor Roth
January 2024 Market Outlook: Predictions for Investors
Cash Balance Plans for Dentists
3 Essential Considerations for Charitable Giving
4 End-of-Year Tax Tips for Doctors
The Financial Planning Pyramid of Priorities
How Can Doctors Prepare for Unexpected Financial Challenges?
How to Avoid Dentist and Physician Identity Theft
10 Key Terms for Dentists Selling to Private Equity Firms
Life Insurance for Doctors: What Residents Need to Know
10 Mistakes Doctors Should Avoid When Purchasing Disability Insurance
Financial Considerations for Dual-Doctor Households
5 Benefits of GSI Disability Insurance for Medical Residents
How to Prepare to Sell Your Dental Practice to a Private Equity Firm
Top 4 Underestimated Expenses in Retirement
Safeguarding Your Future: Why New Doctors Need Disability Income Insurance
Exploring Recent Changes to HSA Contribution Limits for 2024
Good Debt vs Bad Debt and the Importance of Paying it Off
The Pros and Cons of Whole Life Insurance for High-Income Earners
Estate Planning Basics for Doctors
7 Top Social Security Myths and Misconceptions
What Happens if You Die Without a Will?
The Reward of Long-Term Investing
Estate Planning: Signing Your Estate Documents Is Not the Final Step
Unclaimed Property: What Is It and How Do You Find It?
Are You a Possibility Investor or a Probability Investor?
Pros and Cons of Filing for Social Security before Full Retirement Age
A Look Back: Lessons from the 2022 Financial Markets
Saving for Retirement Amid Inflation
Opportunities in a Bear Market
Understanding Physician Compensation - RVUs Explained
2022 Year-End Financial Punchlist
A Financial Planner’s Perspective on Consumer Confidence
How to Read Your Social Security Statement
Navigating Open Enrollment 2024? Key Considerations for Doctors
Where Are You Wasting Your Money?
Eight Myths about Life Insurance
When Interest Rates Rise, Your Credit Card Debt Can Cost You More
How Long Do Bear Markets Last?
Four Charitable Giving Strategies for Retirees
Is Money a Source of Stress? A Self-Assessment for Doctors
The Importance of Sleep for Doctors
How to Save for Large Expenses
Your Retirement: The Sequence of Returns Risk and How to Mitigate the Risk
2022: Does an Ugly Start Lead to a Beautiful Finish?
Top 5 Medicare Mistakes to Avoid
Seller Beware: How the Sale of Your Home May Affect Your Taxes
Why A Financial Portfolio is Not a Financial Plan
Seven Common Retirement Planning Mistakes for Doctors
Where You Should NOT Be Keeping Your Money
A Financial Planner's Perspective on Inflation: Managing Your Economy
Smart Money Moves for Doctors in the New Year
What is Going on with Inflation?
Paying Off Medical School Debt
Behavioral Finance: The Psychology of Money
Student Loans: How Income Driven Repayments (IDR) Work
Disability Insurance Round-up for Dentists and Physicians
6 Keys to Launch Your Medical or Dental Practice to the Next Level
Our Favorite Podcasts of the Spaugh Dameron Tenny Team
Financial Calendar Action Items for Doctors
How Much Does a Financial Plan Cost?
The Power of Dollar-Cost Average Investing
4 Effective Student Loan Repayment Options Doctors Should Consider
How to Plan Financially: 6 Money Decisions®
The Prosperous Doc: New Name, Same Mission
5 Ways to Maintain an Independent Physician Practice
4 Good Financial Habits to Help You Prosper In Life
5 Women Building Strong Communities in Medicine