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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.
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
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...
The Importance of Estate Planning
Written by: Corey Janoff We may have heard about Estate Planning. You may read it in an article or...
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...
Life Insurance Awareness Month: Reasons to Get Life Insurance
Written by: Corey Janoff Life Insurance Awareness Month: Reasons To Get Life Insurance Life...
Is a 529 College Savings Plan Worth It?
For parents, saving some money for college for their kids is often a financial goal. Everyone has different goals for how much college they want to pay for – some may want to pay for any and all of it, others only a portion. Many of you with children have heard of the 529 college savings plan. Today we want to answer the question, “Is a 529 college savings plan worth it?”
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...
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?