If a gallon of milk cost you $2.50 in 2018 and costs $3.00 today, that’s inflation at work. If you got a promotion at work and now buy grass fed, organic goat’s milk that costs $7/gallon, that’s lifestyle creep.

November is the biggest month for benefits elections. While it’s easy to simply gloss over the choices your company offers, we encourage you take a deeper look. You might just save thousands in insurance premiums, be able to lower your tax bill or better protect yourself or your family. Below are our suggestions for the most valuable or often overlooked components in electing your benefits this year.

C’mon admit it – you have a guilty pleasure.   You don’t need to be embarrassed; we all have them.  There is nothing wrong with having them.  In fact, as long as they are within reason, we encourage them as life is about relationships and experiences and sometimes a guilty pleasure is just what the doctor ordered.

It’s fascinating to hear the answers to this question when posed to those who have been investing for at least a few decades. Without skipping a beat, most people say that their home has been their best investment.

It’s difficult to ‘unretire’. Before you turn in your resignation, here are some things you should consider.

There are many factors involved in calculating how much you should be saving, but here’s a quick guide to help determine if you’re on track.

Retirement is a 2-sided equation.  Savings balances are important, but retirement readiness is also, and equally, a function of spending.

Would you rather have $1,000,000 or the sum of a penny doubled every day for 30 days? If you did the math, you know that the magical penny is the correct answer and by a long shot. By the end of a month, you’d have $10,737,418.24.

Whether or not to accelerate mortgage payoff is a question that crosses most homeowner’s mind at some point. It’s especially top of mind this time of year as you gather the documents to file your taxes and see how much you paid in interest last year on your mortgage. As I discussed this with a client recently, I thought it might be interesting to share my thoughts with you as well.

Whether you make $40,000 or $400,000/year, prudently managing your cashflow is the single most important financial thing you can do. You know you should live within your means, but why is it so difficult? Learn how we help our clients finally gain control of their income/spending, while saving them time and stress along the way. 

Do you feel guilty any time you spend money? You don't have to live this way. 

Starting a new job can be a pivotal time in your life. Chances are you are getting to do something that better levers the skills and experiences you’ve built over your career. It’s also a time when you’re likely being rewarded financially for all that hard work. Consider these 4 tips to make sure you’re capitalizing on the momentum of your new role.

As a physician, your sole focus in your twenties (and likely into your thirties) was learning your craft--undergrad, med school, internships, fellowships, post docs, etc. You’ve given up countless hours with your nose in books and days on end at the hospital to become a physician. Now that you’re an attending doctor (or close to it), you’re hoping that the hard work will pay off for you financially. Unfortunately, though, many physicians fall prey to traps that will hinder them from flourishing financially once their income finally rises.