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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Tax Strategies You Didn't Know You Needed
For most doctors, taxes are the single largest annual expense. Yet hidden opportunities to reduce that burden often go unnoticed — especially when income, practice ownership, and investments grow more complex. At Earned, we specialize in uncovering these opportunities. By integrating tax planning and wealth management, we help doctors keep more of what they earn, align their finances with their values, and build lasting wealth.
S-Corps, Reasonable Salaries, and Taxes: What Practice Owners Need to Know
If you're a doctor or practice owner earning a healthy income, you've likely heard someone mention switching to an S-Corp to save on taxes. Maybe your accountant brought it up, or a colleague told you it “cut their tax bill in half.” And while S-Corps can be promising, like anything in tax planning, it’s important to slow down, look at the whole picture, and make sure this option is a good fit for your current situation.
4 Practical Real Estate Investment Strategies for Doctors
There's no doubt real estate is a popular investment strategy for high-earning doctors – it is often a solid way to diversify your investments, save more for retirement, protect against inflation, and potentially enjoy some tax benefits.
How Doctors Can Leverage Deductions in 1099 Work
Many doctors and physicians engage in work where they are paid as a contractor rather than as an employee. Learn more here.
How to Use Your Tax Return to Identify Potential Investment and After-Tax Opportunities
Did you know your tax return, Form 1040, tells a story about how to potentially improve your investment strategy and increase after-tax wealth?
8 Steps to Better Protect Your Financial Information
As a healthcare professional, you understand the critical importance of protecting sensitive information. This recent security breach highlights the urgent need for proactive measures to secure your financial data.
Financial Rules of Thumb for Doctors
Financial rules of thumb are popular and generally act as a quick framework or general guideline. They can be a helpful shorthand and some have been derived from historical and collective wisdom that have stood the test of time.
Spending Framework for Doctors
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.