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How Does Tax Loss Harvesting Work
How Does Tax Loss Harvesting Work Written by: Corey Janoff | Blog Tax-loss harvesting is an...
The Importance of Estate Planning
Written by: Corey Janoff You may have heard about Estate Planning. You may read it in an article...
Match Day Financial Checklist
Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment...
Everything You Need to Know About 401(k) Plans: A Q&A Guide
Written By: Derek Melvin Planning for retirement can be overwhelming at times, but understanding...
Backdoor Roth IRA
Want to contribute to a Backdoor Roth IRA but don’t know where to start? Here is a handy tutorial on completing the Backdoor Roth IRA conversion strategy correctly
Should I Make Roth or Pre-Tax Contributions to my 401k?
Should I make Roth or Pre-Tax Contributions to my 401k? Written by: Derek Melvin As we turn the...
Comparing Job Offers
You did it. Or maybe, you’re almost there! For folks comparing job offers and about to take on their first attending physician job, this is a HUGE transition.
UPDATE: Federal Student Loan Repayment and SAVE Plan
Written by: Derek Melvin If you are one of the millions of borrowers currently enrolled in the...
6 Benefits of Being a Locum Tenens Physician
Written by: Corey Janoff I have a number of clients who are locum tenens physicians. What is a...
5 Steps to Achieving Financial Independence
Want to achieve financial independence? These five steps are a good place to start.
Term vs. Whole Life Insurance
The term vs. whole life insurance debate is a popular one, especially amongst higher income individuals, such as our physician and dentist clients. Today we will explain what is the difference between term and whole life insurance, how term life insurance works, how whole life insurance works, discuss other cash value life insurance alternatives to whole life, and identify scenarios where each type could be appropriate.
What is a Cash Balance Pension Plan?
Written by: Corey Janoff We get many questions from practice owners and self-employed individuals...