529’s vs Trump Accounts vs UTMA vs Other With the rollout of additional long-term savings vehicles for kids, the hosts of Financial Clarity for Doctors wanted to unpack a few of the different options out there! In this episode, hosts Corey Janoff and Rachelle...
What Is A Cash Balance Pension Plan? Written by: Corey Janoff We get many questions from practice owners and self-employed individuals about ways to reduce taxes while saving more for retirement. Assuming they are already maximizing contributions to a 401(k) plan, a...
Summer Planning Checklist It’s summer! Time for fun in the sun and extra time with friends and family, which can have an impact on the finances! In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden walk through a few things...
The Trick is Not Minding That It Hurts In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk through some scenarios where it is helpful to have thick skin! With finances (and especially investing), it won’t always be fun....
You Won the Lottery – Now What? Sometimes it’s fun to daydream a bit! In this episode of Financial Clarity for Doctors, Rachelle Vanderzanden and Corey Janoff unpack the potential uses of those unexpected windfalls. The lottery is a great example, although a long...
