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Forme Financial, a wealth management platform for physicians, is emerging from beta with a new name and $12 million in Series A funding.

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

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.

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.

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.