Welcome to Financial SOAP Notes

Meet Mark and Lisa Mark and Lisa were like many young couples, juggling demanding jobs, student loans, and the pressure to save for the...

“Tell someone that everything will be great and they’re likely to either shrug you off or offer a skeptical eye. Tell someone they’re in...

Should you be investing in a Roth IRA as a PA? In this article, we'll help you answer that question!

Leaving your job but don't know what to do with your 401k? Read on!

How to execute the Backdoor Roth IRA Strategy as a Physician Assistant

After years of working with clients, I’ve learned 3 things that have the biggest impact their wealth. Read on to find out what they are!

The average  Social Security  benefit for the retired individual collecting social security is $1,907/month (just over $45,000 per year...

Have you heard of an Health Savings Account before but not sure how they work and if they're right for you? Check out our blog to learn more

In James Clear’s book,  Atomic Habits , he writes about the importance of 1%. If you make an active effort to get 1% better at something...

Retirees have a spending problem, but it's not like what you think. In a study done by  New York Life  in 2023, it showed that only 16%...

“Social Security won’t be there when I retire.”  The security (no pun intended) of Social Security a major concern with many Americans....