Knowledge Center
What Is a Physician Loan and How Is it Different?
Looking to buy a home but struggling with how to make the numbers work? Learn how physician loans can help make homeownership a reality.
Deferred Compensation for Physicians
Maximize your retirement savings and minimize your tax burden with 457(b) and 403(b) plans. Here’s what you need to know.
See a Sample Financial Plan for a Physician Who Just Left Residency
Physicians have a lot to juggle as far as finances go. Check out this sample financial plan to learn more about how Simplicity Financial can help.
The Biggest Financial Mistakes I See Physicians Just Out of Residency Make
New physicians just out of residency are at an exciting time in their financial lives. But to maximize your wealth, don’t make these mistakes.
5 Ways Physicians Can Reduce Their Tax Bill
If you’re a successful physician, one of your biggest expenses is likely your tax bill. Here are 5 ways to lower it so you can keep more of your money.
How a Flat-Fee, Independent, Fiduciary Financial Advisor Benefits You
If you’re looking to work with a financial advisor, you shouldn’t choose just anyone. These key traits are essential to hire the right person for you.
High Income, High Debt, High Taxes: What Now?
You’re finally earning a great income, but what do you do with your high debt and taxes? And how do you build wealth? I’ll show you how.
Why I Became a Financial Advisor
Managing finances well can help you reach your goals. Jared learned this at an early age and wanted to help others. Here’s his story.