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FEATURED

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

What is Own Occupation Disability Insurance and Why is it Essential for Dentists?
As a dentist, you understand the dedication, time, and sacrifices required to excel in your field. Your specialized skills are not only valuable — they are irreplaceable. That's precisely why own-occupation disability insurance is such a critical part of your financial planning.
Insurance
Dentist
Legal
Estate Planning Essentials for Dentists: Protecting Your Legacy
At Earned, we know the critical importance of estate planning for dentists. Your practice is both your livelihood and your legacy. Therefore, we are dedicated to helping you protect and pass on your life's work in the most effective manner possible. What do you need to know about estate planning, and why does it matter for your future?
Dentist
Trust & Estate
Legal
10 Estate Planning Mistakes to Avoid
Creating a complete and comprehensive estate plan is one of the best ways you can protect your assets, your loved ones, and even yourself. Estate planning, however, can be a complex and confusing process. Mistakes are easy to make and those mistakes can cost you and your loved ones a considerable amount of time and money. Being aware of some of the most common estate planning mistakes can help you avoid them.
Trust & Estate
Legal

Turn questions into clarity

Wondering how much you could save in taxes? When you can retire? Or what different choices mean for your practice? Use Earned’s doctor-built calculators to model scenarios and get immediate insight—on your terms.

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Combating Physician Pay Cuts and Burnout
Decreasing compensation, burnout, and pay parity challenges are just a few of the key findings in Doximity and Curative’s new 2023 Physician Compensation Report.
Physician Retirement: 7 Signs You Are Ready
The majority of physicians plan to retire at age 68, much later than the average American. Why is physician retirement often delayed?
Estate Planning for Doctors: A Checklist to Update or Start Your Own
Estate planning for doctors is a crucial aspect of financial planning, and it's never too early to get started.
Physician Career Changes and the NFL
What do physician career changes and NFL players have in common? Well, if it has to do with one person in particular, everything.
TechCrunch: Forme Financial launches out of beta as Earned to help physicians manage wealth
Forme Financial, a wealth management platform for physicians, is emerging from beta with a new name and $12 million in Series A funding.
Forme Financial Raises $18MM, Launches as Earned
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development
Money Management for Doctors
Our goal at Earned is to provide the financial education and advisory that physicians deserve, so we’ve put together a list of the 5 main tips about money management for doctors, so you can learn what they are and how to plan around them.
Important Tax Planning Information for 2023
Tax planning is a year-round process, but as Tax Day on April 18th approaches, it’s important to make sure you have the information you need to file correctly.
What Physicians Should Know About the SECURE Act 2.0
We’ve analyzed the nearly 400 pages of the SECURE Act 2.0 to identify what may affect physicians most at different stages of their careers.
Key Dates for Planning Your Financial Health in 2023
As 2023 jumps into gear, you may be thinking about plans and goals for the coming year and beyond. Maybe your plans include financial planning, or maybe one of your goals is to take a look at your financial health and set yourself up for the future.
Check These 3 Things Before Year-End
The end of the year can be a hectic time and likely the last thing you will want to do is take on another to-do list. Earned has compiled 3 things to check before year-end; these items are time-sensitive and may potentially lead to savings.
How Doctors Can Improve Their Credit Scores
We share a handful of strategies that can have a huge impact on improving your credit score, paving the way for a more secure financial future.
How Physicians Can Maximize Long-term Wealth‍ through Better Tax Management
Earned Wealth's Chief Wealth Officer runs you through how physicians can maximize long-term wealth‍.
Tax Smart Investing: Using Custom Indexing to Minimize the Impact of Taxes
As high earners, physicians typically pay a lot in taxes. Custom indexing and tax-smart technology can help reduce taxes and enable personalization of physician portfolios.
How to Maximize Your Roth Savings as a Resident or Fellow
“Compound interest is the 8th wonder of the world. Those who understand it, earn it. Those who don’t, pay it.”
Why Every Physician Should Consider Disability Insurance
Disability insurance, also referred to as disability income protection, provides a monthly predetermined replacement income should you find yourself unable to work or generate an income.
How Long Does It Take to Sell Your Dental Practice?
At Earned Legal, we have guided many dentists through the process of selling their practices and witnessed firsthand how every scenario can differ. When considering a sale, it helps to have experts on your side who understand the complexities and legalities involved.
Your Complete Checklist for Selling a Dental Practice
"Over the years, I've had the amazing opportunity to help guide doctors on their practice sales as they move on to the next chapter of their lives. This checklist gives you an easy way to navigate the process without missing a step." — Ali Oromchian
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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