Caleb Pepperday, CFP®, ChFC®
The Art of Being Content
“Tell someone that everything will be great and they’re likely to either shrug you off or offer a skeptical eye. Tell someone they’re in...
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Welcome to Financial SOAP Notes
Our blog empowers Physician Assistants to carve their own path to financial independence.
Caleb Pepperday, CFP®, ChFC®
5 min read
Your Guide to Roth IRAs
Should you be investing in a Roth IRA as a PA? In this article, we'll help you answer that question!
Caleb Pepperday, CFP®, ChFC®
6 min read
What to do with your 401(k) when you change jobs
Leaving your job but don't know what to do with your 401k? Read on!
Caleb Pepperday, CFP®, ChFC®
6 min read
How To Do A Backdoor Roth IRA As A Physician Assistant
How to execute the Backdoor Roth IRA Strategy as a Physician Assistant
Caleb Pepperday, CFP®, ChFC®
4 min read
3 Things My Client’s Taught Me About Investing
After years of working with clients, I’ve learned 3 things that have the biggest impact their wealth. Read on to find out what they are!
Caleb Pepperday, CFP®, ChFC®
6 min read
How to select investments for your 401(k)
The average Social Security benefit for the retired individual collecting social security is $1,907/month (just over $45,000 per year...
Caleb Pepperday, CFP®, ChFC®
4 min read
How To Make The Most Out Of Your Health Savings Account
Have you heard of an Health Savings Account before but not sure how they work and if they're right for you? Check out our blog to learn more
Caleb Pepperday, CFP®, ChFC®
4 min read
The Power of 1%
In James Clear’s book, Atomic Habits , he writes about the importance of 1%. If you make an active effort to get 1% better at something...
Caleb Pepperday, CFP®, ChFC®
3 min read
The Retirement Spending Conundrum
Retirees have a spending problem, but it's not like what you think. In a study done by New York Life in 2023, it showed that only 16%...
Caleb Pepperday, CFP®, ChFC®
5 min read
Will Social Security Be There When You Retire? The Reality and How to Prepare for It
“Social Security won’t be there when I retire.” The security (no pun intended) of Social Security a major concern with many Americans....
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