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Are High-Yield Savings Accounts Worth It? & Other FAQs
Saving money is important to achieving short and long-term financial goals. There are numerous ways to save, and a high-yield savings account is one option...
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How Whole Life Insurance Can Support Doctors’ Financial Goals
Guest Post – by Shawn M Johnson, ChFC®, CLU®, CLTC – Vice President of Business Development at Treloar & Heisel, our insurance partner Becoming a...
Questions You Should Ask When Negotiating A Contract As A Doctor
Negotiating a contract as a doctor, whether it’s your first or your fifth, can be an overwhelming process. You want to be thorough and informed...
From Employee to Owner – Dr. Moeser’s Journey
When Dr. Adam Moeser, DVM, DACVIM, completed his school and training; he wasn’t planning to become a veterinary practice owner. In fact, the idea of...
The Basics of Digital Banking Safety
Almost three quarters (71%) of U.S. banking customers prefer to manage their bank accounts through a mobile app or computer, according to the American Bankers...
Creating An Exit Strategy When Changing Jobs As A Doctor
Starting a new job – especially your FIRST job – can be a very exciting time for any doctor. It is not most people’s first...
APY vs. APR: What’s the Difference?
When researching financial products, you’ll likely see terms like APY and APR. If you don’t know what these terms mean, it can be challenging to...
Mortgage 101 for Doctors: Rent vs. Buy & More
Buying your first home is an exciting milestone. Whether entering residency or already a practicing physician, dentist or veterinarian, making the leap from renting to...
APY vs. Interest Rate: What is the difference?
When looking at deposit services, like savings accounts and certificates of deposits, you are likely seeing terms like Annual Percentage Yield (APY) and interest rate...
How To Improve Your Credit Score For Doctors
Despite high earning potential, many doctors find themselves with less-than-ideal credit scores due to substantial student loan debt and the financial strain of school and...
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