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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.

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.

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.

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.

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.

Earned Wealth's Chief Wealth Officer runs you through how physicians can maximize long-term wealth‍.

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.

“Compound interest is the 8th wonder of the world. Those who understand it, earn it. Those who don’t, pay it.”

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.

For many high-income doctors, taxes are one of the largest controllable expenses. Earned After-Tax Alpha explores six strategies that integrate tax planning with investing, career decisions, and practice ownership to help doctors keep more of what they earn.

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.

"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

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.

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.

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.

Many doctors and physicians engage in work where they are paid as a contractor rather than as an employee. Learn more here.

Did you know your tax return, Form 1040, tells a story about how to potentially improve your investment strategy and increase after-tax wealth?

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.