5 Lifelong Financial Planning Benefits for Young Professionals

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5 Lifelong Financial Planning Benefits for Young Professionals

So, how can an up and coming professional continuously benefit from working with a financial planner?

Beyond technical skill and the initial planning process, I believe there are five core ways a financial advisor can provide value.

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Food for Thought: 401k's and Burritos

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Food for Thought: 401k's and Burritos

I work with and know many young professionals. One of the things I’m certain they hear about often is the importance of 401k’s. Whether or not they have a good understanding of them is a different question. However, there is one thing I’m absolutely certain young professionals do know and understand: Chipotle burritos. I’m about to use the latter to explain the former. I hope you’re impressed.

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Tips For Medical Professionals With Student Debt

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I was featured in an article from goodcall.com. They asked me for some tips medical professionals could use to manage their student debt. Here's what I offered:

There are a few basic tips for medical students who graduate with a large amount of debt:
  • Consider working for a non-profit institution. Your government loans could be eligible for forgiveness after 10 years of service.
  • Look into refinancing your private loans. There a few online lenders offering low rates on student loan refinances, especially to high income earners.
  • Don't be paralyzed by the huge number. You have to start systematically working them down. Even if it's only an extra $100 a month, it'll make a difference.

Check out the full article here.