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When you sign up for our weekly newsletter, you'll know about our latest blog post and podcast episodes; each one containing important financial tips and tidbits for doctors and medical professionals. You can also stay up to date on our podcast by downloading the Financial Clarity for Doctors Podcast wherever you find podcasts.
Last Year of Residency Finance Checklist
Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of...
Achieving Financial Independence is Quite Simple
Written by: Corey Janoff One of the most common goals I hear from my clients is wanting to achieve...
What is a Cash Balance Pension Plan?
Written by: Corey Janoff We get many questions from business or practice owners and self-employed...
Planning for LGBTQ+ Families!
Rights for LGBTQ families are often in question. How do you protect your family’s financial future if you are a member of the LGBTQ community?
Disability Insurance for Doctors
Written by Derek Melvin I doubt you found this blog post by accident. If you are a doctor,...
14 Facts about Disability
Disability insurance is one of the most overlooked and undervalued components to a successful financial strategy. Today we look at some facts about disabilities to bring awareness to the matter.
Match Day Financial Checklist
Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment...
10 Tax Deductions for Doctors
Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning...
Tax Deadline Checklist: Roth IRA Contributions
Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many...
Cash Balance Plans Pros and Cons
We get many 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 401k (many are not), a cash balance defined benefit pension plan can be a great option to implement for additional retirement and tax savings. Today we will look at the cash balance plan pros and cons so you can decide if this is something worth exploring.
24 Financial Goals for 2024
Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin...
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...