Personal Financial Statement

Personal Financial Statement

Introduction  I just completed my annual personal financial statement.  The bank that holds the loan on my largest commercial building requires me to turn it in at the beginning of every year.  A personal financial statement (PFS) is like a net worth statement on...

Financial Vitals Checklist Download

This checklist is your step-by-step guide to building wealth as a high-earning medical professional. Just like a pre-procedure checklist, each step is designed to be followed in order—helping you protect yourself, maximize returns, secure your retirement, and...

BBM Personal Financial Statement Download

The Business is the Best Medicine Personal Financial Statement (PFS) is your go-to tool for tracking net worth, cash flow, and assets—just like banks do when assessing loans. Designed for medical professionals, this customizable document helps you stay on top of your...
A Grandmother’s Final Gift

A Grandmother’s Final Gift

  My kids saw me writing a blog post today that contained a historical chart of S&P 500 returns and asked a few questions about it.  I never pass up the opportunity to provide mini economic or financial lectures, so we discussed how stock returns have gone up over...