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Want to achieve financial independence? These five steps are a good place to start.

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.

Written by: Corey Janoff  We get many questions from practice owners and self-employed individuals...

Written by: Corey Janoff Life Insurance Awareness Month: Reasons To Get Life Insurance Life...

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

Written by: Corey Janoff One of the most common goals I hear from my clients is wanting to achieve...

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?

Written by Derek Melvin   I doubt you found this blog post by accident. If you are a doctor,...

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.

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

Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many...

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.