Financial Planning for Medical Residents and Fellows
While you’re in training, life is pretty hectic. Between rounds, boards, moonlighting, and conferences, your work schedule stays jam-packed. There’s just no time to focus on your personal finances. That’s where we can help.
We’ll provide answers to all the questions that you know you should be thinking about, but haven’t found the time. Questions like:
- What repayment option should I choose for my federal student loans?
- Should I refinance my loans?
- Will I qualify for Public Service Loan Forgiveness (PSLF)?
- Should I file taxes jointly or separately from my spouse?
- Should I pay my credit cards off or start a savings account?
- Should I buy a house while I’m in residency?
- How much should I spend on a house?
- Should I buy or lease a car?
- My training hospital provides life and disability insurance coverage – do I need more?
- Should I be contributing to a Roth IRA?
- Which investments do I choose for my retirement plan?
- How do I negotiate a great job offer?
- Which job offer is the best?
- Should I work as an independent contractor (1099) or an employee (W-2)?
- Will moonlighting really help my financial situation?
If this is the type of help and guidance you’re looking for, then check out the advisors most qualified to serve you.