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Tax Deadline Checklist: Roth IRA Contributions

Tax Deadline Checklist: Roth IRA Contributions

Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many items to gather and complete ahead of the tax filing deadline of 4/15/2024 for 2023. One item that sometimes gets forgotten when putting together your tax filing...
24 Financial Goals for 2024

24 Financial Goals for 2024

Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin setting goals for the year to come and improvements they want to make in their lives moving forward. Naturally, finances are typically at the top of the list. “Spend less...
2024 “Sure-To-Be-Wrong” Economic Predictions

2024 “Sure-To-Be-Wrong” Economic Predictions

Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent reflecting on the year that was and beginning to look ahead for what is in store for us in 2024. In the financial industry, you will begin seeing many articles come out...
The New SAVE Plan

The New SAVE Plan

Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest will begin after more than a 3-year pause. I know, it was a nice run we enjoyed, yet it had to end at some point. With federal forbearance coming to an end, plans for...
Retirement Plans for Doctors

Retirement Plans for Doctors

Retirement Plans for Doctors With the month of September holding a very important holiday that many people might not know about, National 401(k) Day, we felt it to be very appropriate to revisit the importance of retirement savings plans. Some of the most common...