What If I Mess Up? In today’s episode, Rachelle and Corey talk about some of the scarier aspects of financial planning. As we approach tax filing, retirement savings, and investing, there is often the nagging worry in the back of our minds. We don’t...
Room for Error in Your Financial Plan In this episode, Corey and Rachelle discuss a few ways you can leave room for error in your financial plan. Nothing goes perfectly! Buffers in various aspects of your financial life can go a long way toward helping...
Most people get a little advice from their parents once in a while. A lot of times it’s great advice! When it comes to financial advice, sometimes our parents may be advising based on the economic reality they faced, not the one you’re facing. In this...
Written by: Corey Janoff We get a lot of questions from business or practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401(k) (many are not), a cash balance defined benefit pension plan can...
Generally, Rachelle and Corey are big fans of keeping things simple on Financial Clarity for Doctors. But in some situations, a little more complicated can be a lot more helpful! For those in higher tax brackets, direct indexing can be a more tax...
