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News & Articles

At Physician Resource Services, protecting your financial well-being is our top priority. Explore our articles and videos to learn more about the industry and how you can develop a strong financial strategy.

Short-Term vs. Long-Term Financial Goals for Physicians

Financial Planning
Read more
June 25, 2026
https://physiciansrs.com/wp-content/uploads/2025/07/Short-Term-vs.-Long-Term-Financial-Goals.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-06-25 09:00:002026-07-01 15:44:45Short-Term vs. Long-Term Financial Goals for Physicians

Retirement Checklist

Financial Planning
Read more
June 14, 2026
https://physiciansrs.com/wp-content/uploads/2022/10/Where-To-Start-With-Your-Retirement-Checklist.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-06-14 09:00:002026-07-01 15:44:30Retirement Checklist
family mom dad and little son walk at sunset

Trump Accounts: What Are They and What Should You Expect?

Financial Planning
Read more
June 3, 2026
https://physiciansrs.com/wp-content/uploads/2026/05/family-mom-dad-and-little-son-walk-at-sunset.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-06-03 09:00:002026-05-26 08:36:43Trump Accounts: What Are They and What Should You Expect?

How Retirement Planning for Physicians Impacts Your Tax Strategy

Retirement Planning, Taxes
Read more
May 2, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/How-Retirement-Planning-for-Physicians-Impacts-Your-Tax-Strategy.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-05-02 13:52:002026-07-01 15:44:10How Retirement Planning for Physicians Impacts Your Tax Strategy

Top 10 Tax Write-Offs Every Doctor Should Know About

Taxes
Read more
April 27, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/Top-10-Tax-Write-Offs-Every-Doctor-Should-Know-About.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-04-27 14:02:112026-05-07 15:28:42Top 10 Tax Write-Offs Every Doctor Should Know About

A Tax Checklist for Young Doctors Still Paying Off Student Loans

Taxes
Read more
April 21, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/Tax-Checklist-for-Young-Doctors-Still-Paying-Off-Student-Loans.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-04-21 13:51:332026-07-01 15:43:49A Tax Checklist for Young Doctors Still Paying Off Student Loans

Should You Pay Off Medical Student Loans Early or Start Investing?

Financial Planning
Read more
April 15, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/Should-Doctors-Pay-Off-Student-Loans-Early-or-Invest.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-04-15 13:12:232026-07-01 15:46:14Should You Pay Off Medical Student Loans Early or Start Investing?
Woman In Medical Scrubs Looking At Mobile Phone Working Or Studying

Why Every Doctor Needs Tax Preparation and Planning Services

Taxes
Read more
April 10, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/Woman-In-Medical-Scrubs-Looking-At-Mobile-Phone-Working-Or-Studying.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-04-10 09:00:002026-05-07 15:28:42Why Every Doctor Needs Tax Preparation and Planning Services
Female doctor speaking with senior man

Tax Planning for Physicians Who Own a Private Practice

Taxes
Read more
April 3, 2026
https://physiciansrs.com/wp-content/uploads/2026/04/Female-doctor-speaking-with-senior-man.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-04-03 09:00:002026-05-07 15:28:42Tax Planning for Physicians Who Own a Private Practice
Proactive IRS Audit Monitoring for Physicians and Business Owners

Proactive IRS Audit Monitoring for Physicians and Business Owners

Taxes
Read more
February 12, 2026
https://physiciansrs.com/wp-content/uploads/2026/02/Proactive-IRS-Audit-Monitoring-for-Physicians-and-Business-Owners.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-02-12 11:10:312026-05-07 15:28:42Proactive IRS Audit Monitoring for Physicians and Business Owners
medicine, healthcare and people concept - doctor with clipboard

Wealth Management for Physicians: A Guide for the Self-Employed Doctor

Financial Planning
Read more
January 26, 2026
https://physiciansrs.com/wp-content/uploads/2026/01/medicine-healthcare-and-people-concept-doctor-with-clipboard.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-01-26 09:00:002026-05-07 15:28:43Wealth Management for Physicians: A Guide for the Self-Employed Doctor
Doctor writing information from a computer

Your Guide to Annual Financial Planning for Physicians

Financial Planning
Read more
January 19, 2026
https://physiciansrs.com/wp-content/uploads/2026/01/Doctor-writing-information-from-a-computer.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-01-19 09:00:002026-05-07 15:28:43Your Guide to Annual Financial Planning for Physicians
Doctor woman is using laptop computer in clinic office while sitting at the glass desk

Financial Planning for Physicians: How Your Medical Specialty Should Shape Your Strategy

Financial Planning
Read more
January 12, 2026
https://physiciansrs.com/wp-content/uploads/2026/01/Doctor-woman-is-using-laptop-computer-in-clinic-office-while-sitting-at-the-glass-desk.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2026-01-12 11:30:572026-05-07 15:28:43Financial Planning for Physicians: How Your Medical Specialty Should Shape Your Strategy
Tax deduction planning concept. Businessman calculating business balance prepare tax reduction_

Our Guide to Year End Tax Planning

Financial Planning
Read more
December 9, 2025
https://physiciansrs.com/wp-content/uploads/2022/12/Tax-deduction-planning-concept.-Businessman-calculating-business-balance-prepare-tax-reduction_.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-12-09 14:56:352026-05-07 15:28:43Our Guide to Year End Tax Planning
Maxing Out Retirement Plans Before Year-End

Why You Should Max out Your Retirement Plan Before Year-End

Financial Planning, Retirement Planning
Read more
November 14, 2025
https://physiciansrs.com/wp-content/uploads/2024/10/Maxing-Out-Retirement-Plans-Before-Year-End.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-11-14 10:49:202026-07-01 15:45:47Why You Should Max out Your Retirement Plan Before Year-End

How to Mentally Shift Gears During the Transition From Residency to Practice

Physician Resources
Read more
October 9, 2025
https://physiciansrs.com/wp-content/uploads/2025/10/From-Residency-to-Practicing_-How-to-Mentally-Shift-Gears.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-10-09 15:47:092026-05-07 15:28:44How to Mentally Shift Gears During the Transition From Residency to Practice

Top 5 Malpractice Lawsuits Doctors Face (and How to Help Prevent Them)

Medical Malpractice
Read more
October 9, 2025
https://physiciansrs.com/wp-content/uploads/2025/10/Top-5-Malpractice-Lawsuits-Doctors-Face-and-How-to-Help-Prevent-Them.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-10-09 15:40:412026-05-07 15:28:44Top 5 Malpractice Lawsuits Doctors Face (and How to Help Prevent Them)
What Physicians Really Need to Know About Medical Malpractice Coverage

What Physicians Really Need to Know About Medical Malpractice Coverage

Uncategorized
Read more
October 8, 2025
https://physiciansrs.com/wp-content/uploads/2025/10/What-Physicians-Really-Need-to-Know-About-Medical-Malpractice-Coverage.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-10-08 09:03:022026-05-07 15:28:44What Physicians Really Need to Know About Medical Malpractice Coverage
Your Guide to Doctor’s Life Insurance

Your Guide to Doctor’s Life Insurance

Life Insurance
Read more
September 24, 2025
https://physiciansrs.com/wp-content/uploads/2025/09/Your-Guide-to-Doctors-Life-Insurance-.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-09-24 10:31:342026-05-07 15:28:44Your Guide to Doctor’s Life Insurance
Woman doctor in hospital working with computer preparing medical documents

Why Integrated Financial Planning Is a Smart Strategy for Physicians

Financial Planning
Read more
September 10, 2025
https://physiciansrs.com/wp-content/uploads/2025/09/Woman-doctor-in-hospital-working-with-computer-preparing-medical-documents.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-09-10 09:00:002026-05-07 15:28:44Why Integrated Financial Planning Is a Smart Strategy for Physicians
How to Evaluate a Job Offer as a Doctor

How to Evaluate a Job Offer as a Doctor

Physician Resources
Read more
September 9, 2025
https://physiciansrs.com/wp-content/uploads/2025/09/How-to-Evaluate-a-Job-Offer-as-a-Doctor.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-09-09 14:24:222026-05-07 15:28:45How to Evaluate a Job Offer as a Doctor
Term vs. Whole Life Insurance for Doctors

Term vs. Whole Life Insurance for Doctors

Life Insurance
Read more
September 9, 2025
https://physiciansrs.com/wp-content/uploads/2025/09/Term-vs.-Whole-Life-Insurance-for-Doctors.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-09-09 14:17:122026-05-07 15:28:45Term vs. Whole Life Insurance for Doctors

How Much Coverage Is Enough When Choosing Life Insurance for Doctors With Children?

Life Insurance
Read more
July 28, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/How-Much-Coverage-Is-Enough-When-Choosing-Life-Insurance-for-Doctors-With-Children_.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-28 08:13:502026-05-07 15:28:45How Much Coverage Is Enough When Choosing Life Insurance for Doctors With Children?

Physician Relocation Costs: What to Expect and How to Budget

Financial Planning, Relocation
Read more
July 28, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/Physician-Relocation-Costs_-What-to-Expect-and-How-to-Budget.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-28 08:06:402026-05-07 15:28:45Physician Relocation Costs: What to Expect and How to Budget
New City, New Scrubs: Your Handy Doctor Relocation Checklist

New City, New Scrubs: Your Handy Doctor Relocation Checklist

Financial Planning, Relocation
Read more
July 15, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/New-City-New-Scrubs-Your-Handy-Doctor-Relocation-Checklist.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-15 07:11:322026-05-07 15:28:45New City, New Scrubs: Your Handy Doctor Relocation Checklist
How Financial Planning for Doctors Can Help You Navigate a Salary Increase

How Financial Planning for Doctors Can Help You Navigate a Salary Increase

Financial Planning
Read more
July 15, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/How-Financial-Planning-for-Doctors-Can-Help-You-Navigate-a-Salary-Increase.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-15 07:04:092026-05-07 15:28:45How Financial Planning for Doctors Can Help You Navigate a Salary Increase

How to Protect Your Family’s Income With Disability Insurance for Doctors Entering Parenthood

Disability Insurance
Read more
July 14, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/Disability-Insurance-for-Physician-Parents.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-14 14:17:202026-05-07 15:28:46How to Protect Your Family’s Income With Disability Insurance for Doctors Entering Parenthood
Male doctor sitting at table and writing on a document report in hospital office

Wealth Management for Doctors: Mistakes to Avoid and How to Build a Stronger Financial Future

Financial Planning
Read more
July 2, 2025
https://physiciansrs.com/wp-content/uploads/2025/07/Male-doctor-sitting-at-table-and-writing-on-a-document-report-in-hospital-office.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-07-02 09:00:002026-05-07 15:28:46Wealth Management for Doctors: Mistakes to Avoid and How to Build a Stronger Financial Future

How to Evaluate Employer-Sponsored Physician Benefits

Physician Resources
Read more
June 19, 2025
https://physiciansrs.com/wp-content/uploads/2025/06/Young-multiracial-doctor-having-fun-with-little-girl-on-wheelchair.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-06-19 09:00:002026-05-07 15:28:46How to Evaluate Employer-Sponsored Physician Benefits
Young beautiful doctor in medical office. Female doctor working on analysis.

Your Benefits Glossary: What Every New Doctor Needs to Know

Disability Insurance, Life Insurance, Onboarding
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June 17, 2025
https://physiciansrs.com/wp-content/uploads/2025/06/Young-beautiful-doctor-in-medical-office.-Female-doctor-working-on-analysis_.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-06-17 09:00:002026-05-07 15:28:46Your Benefits Glossary: What Every New Doctor Needs to Know
taxes accounting in office work space on dark desk background top view mockup

What to Know: Financial Planning Tips for Physicians

Financial Planning
Read more
May 2, 2025
https://physiciansrs.com/wp-content/uploads/2022/12/taxes-accounting-in-office-work-space-on-dark-desk-background-top-view-mockup.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-05-02 07:59:442026-05-07 15:28:46What to Know: Financial Planning Tips for Physicians
Image of a couple discussing insurance options.

Do I Need Life Insurance?

Insurance, Life Insurance, Physician Resources
Read more
May 2, 2025
https://physiciansrs.com/wp-content/uploads/2023/02/Image-of-a-couple-discussing-insurance-options..jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-05-02 07:45:312026-05-07 15:28:46Do I Need Life Insurance?

How Disability Insurance for Doctors Works During Residency

Uncategorized
Read more
May 2, 2025
https://physiciansrs.com/wp-content/uploads/2025/05/How-Disability-Insurance-Works-During-Residency.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-05-02 07:37:412026-05-07 15:28:47How Disability Insurance for Doctors Works During Residency
Why You Need to Lock in Disability Insurance for Doctors During Residency

Why You Need to Lock in Disability Insurance for Doctors During Residency

Disability Insurance
Read more
April 24, 2025
https://physiciansrs.com/wp-content/uploads/2025/04/Why-You-Need-to-Lock-in-Disability-Insurance-for-Doctors-During-Residency.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-04-24 08:02:412026-05-07 15:28:47Why You Need to Lock in Disability Insurance for Doctors During Residency
businessman shaking hands with doctor in modern office

How to Plan for Retirement Taxes as a Physician

Retirement Planning, Taxes
Read more
April 9, 2025
https://physiciansrs.com/wp-content/uploads/2025/03/businessman-shaking-hands-with-doctor-in-modern-office.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-04-09 09:46:412026-05-07 15:28:47How to Plan for Retirement Taxes as a Physician
young female doctor family therapist sit at desk

Disability Insurance for Doctors: Mistakes Physicians Should Avoid

Disability Insurance
Read more
April 8, 2025
https://physiciansrs.com/wp-content/uploads/2025/04/young-female-doctor-family-therapist-sit-at-desk.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-04-08 09:00:002026-05-07 15:28:47Disability Insurance for Doctors: Mistakes Physicians Should Avoid
Business people shaking hands

Meet Erin Anderson, Your New Tax CPA

Taxes
Read more
April 4, 2025
https://physiciansrs.com/wp-content/uploads/2025/03/Business-people-shaking-hands.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-04-04 09:41:002026-05-07 15:28:47Meet Erin Anderson, Your New Tax CPA
How to Navigate Market Volatility for Financial Well Being

How to Navigate Market Volatility for Financial Well-Being

Uncategorized
Read more
April 1, 2025
https://physiciansrs.com/wp-content/uploads/2025/04/Physicians-Resource-Services-Inbound-SDR-Feb-Blog-2-How-to-Navigate-Market-Volatility-for-Financial-Well-Being.jpg 1250 2000 Brandyn Fadler /wp-content/uploads/2022/03/prs-logo-color.png Brandyn Fadler2025-04-01 16:34:002026-05-07 15:28:47How to Navigate Market Volatility for Financial Well-Being

Essential Tax Documents Physicians Need to Review for Tax Season

Taxes
Read more
February 19, 2025
https://physiciansrs.com/wp-content/uploads/2025/02/Medical-professional-doing-taxes.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-02-19 13:57:282026-05-07 15:28:48Essential Tax Documents Physicians Need to Review for Tax Season
Side view of a physician on a computer

A Guide for Tax Preparation for Physicians

Taxes
Read more
February 19, 2025
https://physiciansrs.com/wp-content/uploads/2024/01/Side-view-of-a-physician-on-a-computer.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-02-19 13:26:242026-05-07 15:28:48A Guide for Tax Preparation for Physicians
Nurse in office stressed

Navigating the Challenges of Physician Burnout: Self-Care Strategies for New Doctors

Onboarding
Read more
February 19, 2025
https://physiciansrs.com/wp-content/uploads/2025/02/Nurse-in-office-stressed.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-02-19 13:17:312026-05-07 15:28:48Navigating the Challenges of Physician Burnout: Self-Care Strategies for New Doctors
What to Expect During the Transition From Residency to Practice

What to Expect During the Transition From Residency to Practice

Physician Resources
Read more
January 14, 2025
https://physiciansrs.com/wp-content/uploads/2025/01/What-to-Expect-During-the-Transition-From-Residency-to-Practice.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-01-14 15:27:582026-05-07 15:28:48What to Expect During the Transition From Residency to Practice
Financial professional helping client

Do You Need a Specialized CPA for Doctors?

Financial Planning, Taxes
Read more
January 14, 2025
https://physiciansrs.com/wp-content/uploads/2025/01/Financial-professional-helping-client.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2025-01-14 11:37:422026-05-07 15:28:48Do You Need a Specialized CPA for Doctors?
Your Guide to Estate Planning for Doctors

Your Guide to Estate Planning for Doctors

Estate Planning, Financial Planning
Read more
December 19, 2024
https://physiciansrs.com/wp-content/uploads/2024/12/Your-Guide-to-Estate-Planning-for-Doctors.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-12-19 09:05:302026-05-12 12:49:46Your Guide to Estate Planning for Doctors
Front view of young female doctor smiling at clipboard

Understanding Wealth Management as a Doctor for Different Stages of Your Career 

Financial Planning
Read more
December 4, 2024
https://physiciansrs.com/wp-content/uploads/2024/12/Front-view-of-young-female-doctor-smiling-at-clipboard.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-12-04 08:19:302026-05-07 15:28:48Understanding Wealth Management as a Doctor for Different Stages of Your Career 
Young person calculating loans

Balancing Retirement Savings and Student Loan Repayment as a New Physician

Financial Planning, Retirement Planning
Read more
November 27, 2024
https://physiciansrs.com/wp-content/uploads/2024/11/Young-person-calculating-loans.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-11-27 15:47:122026-05-07 15:28:49Balancing Retirement Savings and Student Loan Repayment as a New Physician
Portrait of a doctor doctor reviewing document in medical office

Your Guide to Year-End Tax Planning for Doctors

Taxes
Read more
November 22, 2024
https://physiciansrs.com/wp-content/uploads/2024/11/Portrait-of-a-doctor-doctor-reviewing-document-in-medical-office.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-11-22 13:32:092026-05-07 15:28:49Your Guide to Year-End Tax Planning for Doctors
Smiling male doctor talking to his patient

The Importance of Diversifying Physician Wealth Management—And How to Do It

Financial Planning
Read more
November 22, 2024
https://physiciansrs.com/wp-content/uploads/2024/11/Smiling-male-doctor-talking-to-his-patient.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-11-22 13:09:572026-05-07 15:28:49The Importance of Diversifying Physician Wealth Management—And How to Do It
two people looking at retirement planning

Retirement Planning for Doctors: How to Adjust Your Plan When Transitioning from Residency to Practice

Financial Planning, Retirement Planning
Read more
October 31, 2024
https://physiciansrs.com/wp-content/uploads/2024/10/two-people-looking-at-retirement-planning.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-10-31 13:32:522026-05-07 15:28:49Retirement Planning for Doctors: How to Adjust Your Plan When Transitioning from Residency to Practice

How Much Life Insurance Do You Need as a Physician?

Life Insurance
Read more
October 1, 2024
https://physiciansrs.com/wp-content/uploads/2024/10/How-Much-Life-Insurance-Do-You-Need-as-a-Physician__.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-10-01 15:32:192026-05-07 15:28:49How Much Life Insurance Do You Need as a Physician?

How to Choose the Right Policy for Physician Life Insurance

Life Insurance
Read more
October 1, 2024
https://physiciansrs.com/wp-content/uploads/2024/10/How-to-Choose-the-Right-Life-Insurance-Policy-as-a-Physician.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-10-01 15:23:542026-05-07 15:28:49How to Choose the Right Policy for Physician Life Insurance
Front view of female doctor talking to other woman

Understanding the Different Types of Physician Life Insurance

Life Insurance
Read more
September 16, 2024
https://physiciansrs.com/wp-content/uploads/2024/09/Front-view-of-female-doctor-talking-to-other-woman.jpg 1250 2000 AbstraktMarketing /wp-content/uploads/2022/03/prs-logo-color.png AbstraktMarketing2024-09-16 13:22:532026-05-07 15:28:50Understanding the Different Types of Physician Life Insurance
What You Need to Know About Tax Planning for Physicians During Your First Year in Practice

What You Need to Know About Tax Planning for Physicians During Your First Year in Practice

Taxes
Read more
August 23, 2024
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Managing High Student Loan Debt With Effective Physician Financial Planning

Financial Planning
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Common Challenges in Physician Onboarding and How to Overcome Them

Onboarding
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Life Insurance for Physicians: Why You Should Start Early

Insurance, Life Insurance
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Navigating the Disability Claims Process as a Physician

Disability Insurance
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July 8, 2024
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Disability Insurance and Mental Health: What Physicians Should Know

Disability Insurance
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The Role of Physician Disability Insurance in Protecting Your Practice and Family

Disability Insurance
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The Long-Term Benefits of Short-Term Disability Insurance for Physicians

Disability Insurance
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Navigating Disability Insurance for Physicians

Disability Insurance
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The Impact of Student Loans on Taxes: Deductions & Repayment Strategies for Medical School Debt

Taxes
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May 6, 2024
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Special Considerations for Physician Disability Insurance

Disability Insurance
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Factors to Consider for Disability Insurance as a Doctor

Disability Insurance
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Group Disability Insurance vs. Individual Disability Insurance: Pros and Cons

Disability Insurance, Insurance
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April 3, 2024
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The Importance of Disability Insurance for Physicians

Disability Insurance, Insurance
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Exploring the Nuances of Retirement for Physicians

Financial Planning, Retirement Planning
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April 3, 2024
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Adapting to Your New Role as a Practicing Physician

Onboarding
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Insurance Essentials: Protecting Your Finances and Future 100% 11

Insurance
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Navigating Medical School Loan Repayment

Financial Planning
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Term vs. Permanent: Choosing the Right Life Insurance for Doctors

Insurance
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Key Considerations for Tax Planning for Physicians

Taxes
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Tax Planning for Doctors: How to Choose the Right Tax Advisor

Taxes
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Navigating Tax Planning for Physicians, Residents, and Fellows

Financial Planning
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Financial Planning for Different Stages of a Physician’s Career

Financial Planning
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Year-End Tax Planning for Physicians

Taxes
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Financial Wellness for Doctors: Improving Benefits for Long-Term Financial Security

Financial Planning
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A Guide to Different Physician Benefits

Insurance
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January 5, 2024
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Why It’s Essential for Employers to Update Benefits for Physicians

Insurance
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Physician Retirement Planning: Hitting the Contribution Limits Before December 31st

Financial Planning
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Maxing Out Your Retirement Plan as a Physician

Financial Planning
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The Benefits of an S Corporation for Physicians

Financial Planning
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November 16, 2023
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Deductions for Physicians

Physician Resources
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The Patient Physician Podcast

News
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October 31, 2023
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Common Issues and Errors in Onboarding New Team Members

Onboarding
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October 31, 2023
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Decoding the Difference: Deductions vs. Withholding for Physicians Explained

Physician Resources
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September 21, 2023
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Mastering Your Finances: Demystifying Common Paycheck Deductions for Physicians

Taxes
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September 20, 2023
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Ways to Improve Retention With Effective Physician Onboarding

Onboarding
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September 6, 2023
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Financial Tips for Transitioning From Doctors Residency to the Workforce

Financial Planning, Physician Resources
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August 31, 2023
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How Physicians Can Find a Good CPA

Taxes
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August 1, 2023
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GSI Disability Programs

Insurance
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July 6, 2023
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How Much Does Physician Disability insurance Cost?

Insurance
Read more
June 13, 2023
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Which Retirement Plan is Best?

Financial Planning
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June 8, 2023
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Do’s and Don’ts of Physician Training

Onboarding
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June 6, 2023
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A Guide to Tax Refunds and Payments

Taxes
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June 1, 2023
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Steps to Onboarding a new Physician

Onboarding
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April 13, 2023
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The Ultimate Guide to Disability Insurance

Insurance
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April 11, 2023
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How Inflation Impacts Taxes

Taxes
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March 15, 2023
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Understanding Tax Strategies for Doctors

Taxes
Read more
March 10, 2023
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Investing Advice for Doctors

Financial Planning
Read more
February 21, 2023
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Have You Made Your Retirement Checklist?

Financial Planning
Read more
January 17, 2023
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How To Protect Your Money From Inflation

Financial Planning
Read more
January 12, 2023
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How To Set Effective Short, Medium, and Long-Term Financial Goals

Financial Planning
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January 10, 2023
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A Guide to Healthcare Onboarding

Onboarding
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December 1, 2022
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Life Insurance Month

Insurance
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October 27, 2022
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How To Prevent Physician Burnout

Physician Resources
Read more
September 26, 2022
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The Best Way To Pay Off Student Loans Early

Physician Resources
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September 20, 2022
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When You Should and Shouldn’t Be Refinancing Physician Loans

Financial Planning
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August 25, 2022
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Understanding Physician Mortgage Loans

Financial Planning
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August 23, 2022
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Financial Advisors Trying to Reassure Clients Amid COVID-19 Market Volatility

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“You dedicate your life to helping patients with their physical health; Let us help you with your financial health.”

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Who We Help

Locations

AUSTIN – (512)-334-6200
6500 River Place Blvd, Bldg 7, Suite 250 Austin, TX 78730

FORT WORTH
John Peter Smith Hospital 1500 South Main St. Room 02-0181 Fort Worth, TX 76104

GALVESTON
Rebecca Sealy Building 404 St Mary’s Blvd Suite 5.408 Galveston, TX 77550

 
 
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Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Tax services and insurance products offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

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Robin Bales – AGENT

Robin has owned a Commercial Leasing Company providing financing to doctors and other operators for their equipment beginning in 2007. After the global crash of 2008, she went to work for NYL and spent 3 years there working with other entrepreneurs securing their retirement future and safeguarding their personal asset risks. Robin opened her own agency in 2017 Legacy by Design and has run a national firm coast to coast with 50-70 agents. Today the agency is much smaller serving 5 agents who share the same vision and passion for our clients focusing on health insurance, Medicare, and annuities.

Robin is most connected to ethos of PRS mission to improve the lives of doctors and their families. Supporting those who run the leading infrastructure of our country.

Robin has been married for 22 years to her husband Steven. Together they have 3 girls and have built a family with strong values and commitment to each others successes. Robin’s family are home bodies by nature and enjoy their 3 dogs hanging in living room or kitchen.

Kevin Burris – PARAPLANNER

Kevin received his BA and MBA from Indiana University, earned the Certified Financial Planner (CFP) designation from the University of Georgia, and Retirement Income Certified Professional (RICP) designation from the American College. Kevin is looking forward to helping physicians live their best life. Kevin enjoys spending time on the lake with his wife, playing golf, and watching Indiana University sports.

Michael Kohles – AGENT

Michael attended Lake Michigan College and Siena Heights University, graduating magna cum lade with a Bachelor of Business Administration, with a major in Finance and minor in Marketing. Michael has been in the financial services industry since 2015 and has experience with multiple insurance verticals. Michael is excited to help physicians achieve their financial goals by providing insurance solutions. Michael is married to Erin and has 4 children. Michael also enjoys reading, golfing, playing poker, learning, and traveling.

Erin Kohles – UNDERWRITING PROCESSOR

Erin supports our advisors and clients during the insurance underwriting process in multiple ways. On a given day, she helps by processing applications, tracking and following up on open cases, and answering client questions. She appreciates the part she plays in helping clients prepare for the future, and she strives to make the process as simple and efficient as possible.

Erin has been in the insurance industry for two years and brings with her six and eight years of experience in accounting and quality control, respectively. She graduated from Ball State University and has her life & health and property & casualty insurance licenses. In her free time, she enjoys cheering on her two boys who play basketball, soccer, and baseball; traveling with her husband; and playing with their Yorkie, Mingo.

Gabriela Chavez – ANALYST

At Physicians Resource Service Gabby plays a pivotal role in Paul’s advisory team, staying in close contact with clients, driving business development, and lending a hand in daily operational tasks. Additionally, she collaborates with CPA Erin Anderson to prepare tax returns, conduct withholding reviews and undertake various tasks across the division.

Gabby is currently double-majoring in accounting and finance at the University of the Incarnate World in San Antonio, and she plans to sit for her Certified Financial Planning exam in the fall of 2022. Before transferring to UIW, she attended the University of Texas Rio Grande Valley in Edinburg, Texas. Gabby was born in Germany and is Mexican American. She loves to travel and has visited 11 different countries. She has a five-year-old pug named Penny.

Erin Anderson – CERTIFIED PUBLIC ACCOUNTANT

As a certified public accountant, Erin is a valuable part of our tax division at PRS. She enjoys working with our advisors to develop tax-efficient strategies, and she strives to provide clarity for every client she serves. Erin started her career as an accountant after graduating from Oklahoma State University in 2012 with a master’s degree. She earned her CPA license in 2018. Erin and her husband have two little boys, and they love spending time outdoors as a family and watching OSU football.

Alex Simmons – BUSINESS DEVELOPMENT

Alex oversees Business Development at Physician’s Resource Services. She works with each department to assist in continually improving PRS so we remain a leading competitor in the industry. Alex graduated from Texas Tech University with a Bachelor of Business Administration in Energy Commerce. She is a Texas native who loves to spend her free time traveling and taking her pup, Teddi, to the dog park.

Karli Allen – HEAD OF WEALTH MANAGEMENT

Karli is a graduate of The Master’s University in Santa Clarita, CA, and has a business degree with emphases in accounting, finance, and management. Karli has been in the financial services industry since 2014 and joined the PRS team in 2018.

Karli oversees investment and financial planning operations and assists with the onboarding and service of the firm’s advisory clients.  Karli was a key part of our firm’s custodial transition to Fidelity in 2019 as part of our decision to become an independent investment advisory firm.  Before joining PRS, Karli worked in personal financial planning in Orange County, California.  She also holds a FINRA Series 65 license. Karli is grateful to be a part of such an amazing team.

Outside of work, Karli enjoys traveling, playing golf, and spending time with her husband and their goldendoodle.

Jennifer Khan- UNDERWRITING SPECIALIST

Jennifer is an Underwriting Specialist at Physician’s Resource Services, with an extensive background in customer service and administration. Jennifer grew up in Texas, graduated from Southeast Missouri State University with a BFA in Theatre, and spent six years in Chicago performing sketch and improv. She is a graduate of the Conservatory Program at The Second City and iO Chicago. Jennifer and her husband, Qamar, moved to Texas with their dachshund mix, Dobby, to be closer to family, sunshine, and good BBQ.

Cheryl Breeden – OFFICE MANAGER

Cheryl is the Business Manager for the firm and a licensed service assistant. She graduated from the University of Texas at Austin with a Bachelor’s Degree in Business Administration. She has years of experience in the areas of process management, customer service, benefits, and insurance. Cheryl has three girls — Ashley, Hannah, & Olivia. She brings this experience to our firm where she manages the underwriting and service process. She also manages the business operations for the firm.

John C. Jackson IV – ASSOCIATE FINANCIAL CONSULTANT

John is an agent from Austin, TX, a graduate of Westlake High School and The University of Texas at Austin, with a Bachelor’s Degree in Economics and a Minor in Business Administration. While at UT, John was a 2-Time Captain and 4-Time All-Conference performer for the men’s lacrosse team. While away from the office, John coaches with the Westlake Youth Lacrosse program and volunteers with Austin’s Young Men’s Business League, and Austin Sunshine Camps.

Chris Fullbright – FINANCIAL ADVISOR

Chris brings experience in financial services and the perspective of a successful entrepreneur who has launched several businesses. With over a decade in the industry, he has served as both an advisor and in a management role coaching new advisors. Chris attended the University of Georgia and Texas State University and graduated with a Bachelor of Applied Arts and Sciences.

He currently holds many financial services licenses and designations including FINRA Group One, Series 6, Series 63, Series 65, Series 7, ARPC, and Certification in Long Term Care (CLTC). In his free time he enjoys being involved in the local community through organizations such as Comfort Crew for Military Kids. Chris is also an active member of Austin Christian Fellowship Church, and enjoys spending time there as well as reading, fishing, and going to sporting events. He is happily married to Monique with two wonderful sons. In addition to serving physicians, Chris specializes in working with special needs families.

Paul Smith, CFP® ChFC® MSFS – FINANCIAL ADVISOR

Paul has helped his clients in financial, business, and estate planning for over 10 years. Paul is a graduate of Texas State University, with a Bachelor’s Degree in Psychology. He has also completed the extensive studies necessary to earn the Certified Financial Planners (CFP®) and Chartered Financial Consultant (ChFC®) designations. Paul is actively involved in the community through his volunteer work and service on Community Action Board for the Helping Hand Home for Children. Paul is married to Heather and they have two children, Nyla and Hazel.

Richard Cunningham – MANAGING DIRECTOR

For 30 years, Richard has been helping clients reach their financial goals with sincerity and integrity. He works with GME program administrators, individual physicians and their families to help doctors achieve financial security. Richard is a graduate of the University of Texas at Austin, with a Bachelor’s Degree in Economics. He studied in Paris at the Sorbonne. Richard supports numerous charitable organizations, is actively involved in Austin Recovery, and he participates in the Leukemia Lymphoma Society as a survivor of CML. Richard is married to Adrienne with two children, Raven and Coates.