All Posts

An older couple discusses a trust with an advisor
Updated: March 12, 2020

A Crash Course on Trusts for Doctors

Joel Palmer
By Joel Palmer
It’s important to understand that trusts are not just for the top one percent. ... Read More
Financial Planning
living room with view of mountains
Updated: April 29, 2026

U.S. Bank Physician Loan Review (Updated 2026)

Screenshot 2024 03 14 at 3.32.22 PM
By Eric Bork
U.S. Bank offers a physician mortgage with structured financing tiers but requir ... Read More
Physician Mortgages
Female physician puts on personal protective equipment
Updated: February 20, 2026

Dental School vs. Medical School: Which Path Fits Your Career?

brookercal1
By Aaron Brooker
Both dental and medical school admissions are highly competitive, though accepta ... Read More
Student Loans
A group of medical residents reviews test results.
Updated: June 11, 2026

How the Disability Insurance Student Loan Rider Works for Physicians

Joel Palmer
By Joel Palmer
A disability insurance student loan rider is an optional benefit that helps pay ... Read More
Disability Insurance
Happy female doctor and patient in an office.
Updated: June 25, 2026

Individual Disability Insurance for Doctors

Joel Palmer
By Joel Palmer
Many physicians carry medical school loans, mortgages, business obligations, or ... Read More
Disability Insurance
A male physician struggles to understand whats on his computer.
Updated: March 4, 2026

3 Reasons to Avoid Cash Value Life Insurance

brookercal1
By Aaron Brooker
Cash value life insurance (whole life and universal life) is rarely a good choic ... Read More
Life Insurance