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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

Should You Add Invisalign to Your Dental Practice?
At Earned, part of our role is helping dentists think through career moves and practice growth opportunities with both financial clarity and confidence.
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How Proactive Estate Planning Can Protect Your Financial Health
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Preserving Values for High-Earning Doctors Through Tax-Smart Portfolio Management
For many high-earning doctors, the decision to make charitable contributions goes beyond tax considerations. It’s also about impact. A trusted financial advisor can play a vital role, working in tandem with your CPA, to help ensure your donations reflect your values.
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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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