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...
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 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...
College Savings – 529 Plan Changes Written by: Derek Melvin With continuously rising costs of higher education, college savings for your child has become more of a priority than ever. When it comes to savings vehicles for your children’s college, 529 Plans are...
Written by: Derek Melvin Listen Here! As we may be approaching the end of federal student loan forbearance that began in 2020 during the COVID-19 pandemic, it is important to revisit your repayment strategy for any federal student loans. For many physician student...