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What Do I Do With My Old Retirement Plan?
Author: Derek Melvin What Do I Do With Old My Old Retirement Plan? Today is the last day at your...
Financial Planning 101: College Savings
Written by: Corey Janoff This blog is an extension of a series of Financial Planning 101 blogs,...
Life Insurance Awareness Month: Reasons to Get Life Insurance
Written by: Corey Janoff Life Insurance Awareness Month: Reasons To Get Life Insurance Life...
What Would I Do If I Won the Lottery?
Last week, with the Powerball winner claiming the grand prize of $730 million and the Mega Millions at $1 billion, it got me thinking – what would I do if I won the lottery that much? Doesn’t everyone wonder that every once in a while? What would I do first with the money? I know my wife wants a new backsplash in the kitchen, so I supposed we could get that done. Or buy the forever home. Should I claim the lump sum or the 30-year payout? Do I tell my friends and family? Do I tell my wife? (Just kidding….sort of). How do I ensure I don’t go bankrupt like a lot of lottery winners? It all starts with putting together a plan. Here are some initial thoughts on how I would react and what I would do.
The Cost of Short-Term Home Ownership
Written by: Corey Janoff Looking back at my first home purchase, it turns out, I got fairly lucky....
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...
Estate Planning: How to Prepare for End of Life and Protect Your Loved Ones
Written by: Derek Melvin Estate planning is one of the most important steps you can take to...
What Is A 529 Plan?
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?”
What to Look for in a Disability Insurance Policy for Doctors
Written by: Derek Melvin Looking into long-term disability insurance for doctors can be a daunting...
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...