residents • fellows • attendings

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Nurse financial and retirement planning

Nurses face unique barriers to retirement planning. From packed schedules to low investing confidence. Here’s why it happens and how a financial planner who works with medical professionals can help.

Why Retirement Planning Is So Hard for Nurses and How to Fix It

Financial Health, Nurses, Retirement Planning

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Doctor graduate from student loans

Clear, physician-focused guidance on the 2026 RAP and IDR changes. Learn what these updates mean for doctors managing federal student loan debt.

Helping Physicians Graduate from Student Loan Debt

Financial Health, Physicians, Student Loans

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Four med school graduates silhouettes against a sunset sky

What Borrowers Need to Know About Changes in Federal Student Loans Written by: Nichole Coyle, CFP® CSLP® Interest Resumes for SAVE Plan Borrowers As of August 1, 2025, almost 7.7 million borrowers enrolled in the SAVE (Saving on a Valuable Education) program will begin accruing interest again. The prior 0% interest forbearance, implemented in July 2024, […]

Recent Shifts in Federal Student Loan Policy

Financial Health, Medical Residents, Physicians, Student Loans, Uncategorized

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Wondering what it could mean for Summa when HATCo acquires the largest employer in Summit County? The Akron Beacon Journal wrote an article that addresses several key questions, such as: Click here to read the article. We’ll do our best to keep you updated as things progress!

Venture Capital Firm to Buy Summa

Medical Residents, Physicians

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Written by: Nichole Coyle, CFP® Residency is a pivotal stage in your career as a physician, marked by intensive training and countless hours dedicated to patient care. Amid the rigorous demands of medical residency, one of the most daunting challenges residents face is managing your finances on a limited salary. We’re here to help explore […]

How to Live on a Resident’s Salary

Financial Health, Medical Residents, Uncategorized

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Two women in business attire review financial plan for doctor

Written by: Nichole Coyle, CFP® As a young physician beginning your medical career, you may find yourself facing a unique set of financial challenges. Years of rigorous training and education prepare you to become an exceptional doctor, but can also burden you with substantial student loan debt. Unfortunately one very important component of your career […]

Why Financial Health is Important to New Physicians

Financial Health, Medical Residents, Physicians

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Medical resident standing while looking down at a clipboard with pink background

Written by: Nichole Coyle, CFP® As a medical resident, you face numerous challenges and responsibilities. During the intense demands of residency, it’s easy to overlook essential aspects of financial planning, such as life insurance. However, understanding the importance of life insurance for medical residents is a critical step towards securing your future and the well-being […]

Safeguarding Your Financial Legacy as a Medical Resident: Why Life Insurance is so Important

Life Insurance, Medical Residents

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medical resident sitting on the floor in a hospital

Written by: Nichole Coyle, CFP® Becoming a physician is a significant investment of your time and finances. Of course, your investment often leads to a rewarding career, but it can also bring along substantial student loan debt. For medical residents, the transition from med school to the workforce can be financially challenging.  At the end […]

Managing Student Loan Debt for Medical Residents

Medical Residents, Student Loans

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