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Match Day Financial Checklist

Match Day Financial Checklist

Written by: Derek Melvin Match Day Financial Checklist Congratulations on your residency match! That is a major accomplishment as you can begin to put the challenging work of medical school behind you and take the next step to becoming a doctor. Aside from the...
UPDATE: Federal Student Loan Repayment and SAVE Plan

UPDATE: Federal Student Loan Repayment and SAVE Plan

Written by: Derek Melvin Update: Federal Student Loan Repayment and SAVE Plan If you are one of the millions of borrowers currently enrolled in the Saving on a Valuable Education (SAVE) repayment plan or pursuing federal student loan forgiveness, this has likely been...
Disability Insurance for Doctors

Disability Insurance for Doctors

Written by Derek Melvin   I doubt you found this blog post by accident. If you are a doctor, you likely get bombarded with emails and advertisements about own-occupation disability insurance just about every day. The most common questions we receive are: Do I...
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...