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Earned Introduces After-Tax Alpha, a New Framework for Measuring the Value of Integrated Wealth and Tax Management for Doctors

New research shows Earned clients saved or deferred an estimated 3.7% in taxes year-to-date — demonstrating how continuous, integrated tax management can materially improve long-term after-tax wealth

Get a Jump on 2026 Taxes: 10 Smart Planning Strategies to Make Now

Did you have questions about your 2025 personal income tax return that you never got around to asking your tax preparer? Well, reaching out to your tax professional after April 15 is actually a perfect time to follow up and get those open questions answered.

2026 Outlook: The Discipline Dividend

A Doctor-Centered Perspective on Markets, Risk, and Long-Term Wealth

A Doctor’s Guide to Smarter Wealth and Retirement Planning

At Earned, we understand that doctors face unique financial challenges. High student loans, the transition to practice ownership, and the responsibility of planning for retirement all create a complex financial landscape. Earned is here to help.

Earned Accelerates its Unique Acquisition-Led Growth Strategy and Establishes New England Footprint with Acquisition of Premier Healthcare-Focused Tax and Accounting Firm, Schwartz & Schwartz

Strategic acquisition expands Earned’s national presence and strengthens its position as the most comprehensive financial partner for healthcare professionals

2025 Mid-Year Market Outlook: Helping Doctors Navigate Fragility, Find Durability, and Embrace the Age of Alpha

For many doctors, 2025 has likely felt like another whirlwind — both on the job and in the markets. From sweeping fiscal legislation to tariff-driven market volatility and policy shifts out of Washington, the first half of the year demanded agility and clarity from investors.

Your Doctor Retirement Checklist: Are You Ready?

Whether you're a few years out or already setting the wheels in motion, this checklist is designed to help doctors like you navigate the financial, professional, and emotional aspects of stepping away from practice.

How Doctors Can Stay Calm During Market Fluctuations

Recent market fluctuations have left many investors feeling uneasy. At Earned, we understand that as a doctor, your time is valuable and you shouldn’t have to spend it stressing over market swings. Our goal is to provide clarity and confidence, helping you navigate this period of economic uncertainty with a long-term view. 

SPOTLIGHT

How Doctors Can Avoid an IRS Underpayment of Tax Penalty Using the Safe Harbor Rule
A bigger paycheck is always the goal. A bigger tax penalty on top of a bigger tax bill is not.
Tax Planning
The Asset Protection Checklist for New Attendings
If you began your first attending position this July, congratulations — the training years are behind you, and the real paycheck has finally arrived.
Financial Planning
Attending
Insurance
The Mid-Year Tax Checklist Every Doctor Needs to Review Before Year-End
September marks the ideal time of the year to review your year-to-date 2026 taxable income and deductions to be sure that you're on track to maximize your allowed tax deductions.
Tax Planning
Physician
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Introducing Earned’s Brand Refresh and New Website
At Earned, we’ve always been committed to helping doctors take control of their finances. But as we continue to grow, our brand needed a refresh to reflect where we’re headed. With our newly launched website, we’re making it clearer than ever: we’re not just any financial firm — we’re setting a new standard as the first-of-its-kind, fully comprehensive wealth and tax firm for doctors.
An Introduction to Estate Planning For Doctors
Knowing where to start when planning your estate can be a daunting task. Depending on your career and life stage, how you plan your estate may look very different. Once you break it down, planning your estate doesn't have to be as complicated as you think.
10 Year-End Tax Tips for High-Earning Doctors
No matter where you are in your career journey, the end of the year is the perfect time to implement tax strategies to help optimize your financial situation.
Earned Recognized on Newsweek’s America’s Top Financial Advisory Firms 2025 List
Earned is proud to announce its inclusion in Newsweek’s prestigious ranking of America’s Top Financial Advisory Firms 2025. This recognition underscores Earned's commitment to providing healthcare professionals and medical practices with industry-leading financial guidance and wealth management solutions.
Tax-Smart Strategies for Doctors: An Introduction to Tax-Loss Harvesting
Tax-loss harvesting is a sophisticated investing strategy that can turn market dips into tax deductions.
Navigating Markets During an Election: A Data-Driven Perspective for Doctors
As we approach the final stretch of the election, economic uncertainty is top of mind for many high-income earners, especially doctors. This market uncertainty coupled with potential tax rate hikes can add stress to an already demanding life. With headlines stirring emotions, it’s natural to wonder how the presidential election might impact your financial future.
Do Physicians Need Umbrella Insurance?
As a physician, it’s safe to say you experience risk differently than most professionals. Umbrella insurance helps cover non-occupation-related liability gaps in your insurance policies.
Thomas Doll, an Earned Wealth Company, Recognized on the 2024 CNBC FA 100 List
Thomas Doll, an Earned Wealth Company, is honored to announce its inclusion in the prestigious 2024 CNBC Financial Advisor 100 ranking. With over 60 years in business, Thomas Doll has built a strong reputation for helping individuals and families achieve their financial goals.
Insurance for Doctors
In this article, we'll take a look at the insurance policies both doctor employees and private practice owners need to know about.
Tax Minimization Strategies for Plastic Surgeons
By roughly employing a handful of key optimization tactics, the plastic surgeon in this hypothetical illustration reduced their taxable income by ~$250,000, which led to ~$136,000 less in taxes paid.
Why Residents Should Consider Disability Insurance
Earned Wealth's Chief Wealth Officer shares how residents should think about disability income.
Earned Wealth Announces $200 Million Capital Commitment
Summit Partners and Silversmith Capital Partners lead investment to accelerate expansion, beginning with the acquisition of industry leader Thomas Doll.
Navigating Finances Through Doctor Burnout
By diversifying your ability to generate revenue and provide value, you inherently gain more freedom, flexibility, and autonomy regarding your financial future.
Locum Tenens Physician: 3 Financial Pros and Cons
Locum Tenens physician work comes with its own set of financial pros and cons that doctors should carefully consider before accepting this kind of temporary employment.
Doctor Burnout is Still Soaring — Can Artificial Intelligence Help?
Study after study has confirmed that, even post-vaccine, burnout among physicians and other medical professionals is still prevalent. Now, institutions are looking at AI solutions from new startups to reduce administrative burdens and help reduce doctor burnout.
Benefits of a Fiduciary Financial Advisor
Discover why partnering with a fiduciary financial advisor for physicians can provide numerous benefits for doctors seeking to manage their wealth effectively.
Physicians Making Over $200,000: Watch Out for These Phase Outs and Additional Taxes
What the FTC’s New Ruling on Non-Competes Means For Doctors
The FTC issued a final ruling in April 2024 that bans employers from forcing employees into non-compete arrangements as part of an employment contract.
Top Tax Mistakes Doctors Make
Many doctors unknowingly make costly tax mistakes that slow down their wealth-building efforts. Learn tips to avoid them to help you maximize your savings and invest more efficiently.
Unpacking DSOs
In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.
Untapped Tax Strategies
Reducing your tax burden is one of the most powerful ways to accelerate your wealth and achieve your financial goals faster. These untapped tax-saving secrets can have a huge impact.

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The Earned Institute is powered by the same team that provides comprehensive wealth and tax solutions to doctors, their families, and their practices.