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Retirement Plans for Doctors With the month of September holding a very important holiday that...

College Savings - 529 Plan Changes Written by: Derek Melvin With continuously rising costs of...

Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of...

“My CPA says I need to set up a SEP!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP, I know their business has reached a point where they could benefit from setting up a SEP… or for that matter a Solo 401(k), SIMPLE IRA, or Keogh plan. Did your CPA mention any of these? Or perhaps discuss the difference between a Solo 401k vs. SEP IRA?”

As a new wave of interns & residents begin working at teaching hospitals across the country, we thought it would be a good idea to put together a guide to money in residency so you can get started on the right foot. The sooner you can establish good habits, the easier your path to financial freedom will be (possibly even fatFIRE).

Written by: Corey Janoff Listen Here! As a parent and a financial advisor, I feel a duty and...

Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial...

Written by: Derek Melvin Listen Here! Looking into long-term disability insurance for doctors can...

Written by: Corey Janoff Listen Here! Looking back at my first home purchase, it turns out, I got...

Written by: Derek Melvin Listen Here! As we may be approaching the end of federal student loan...

Written by: Corey Janoff Listen Here! With the tax deadline looming, many of you out there may be...

Written by: Corey Janoff Listen Here! One of the most overlooked components of financial planning...