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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 The Importance of Estate Planning You may have heard about Estate...
Match Day Financial Checklist
Written by: Derek Melvin Match Day Financial Checklist Congratulations on your residency match!...
Everything You Need to Know About 401(k) Plans: A Q&A Guide
Written By: Derek Melvin Everything You Need To Know About 401(k) Plans: A Q&A Guide Planning...
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 Update: Federal Student Loan Repayment and SAVE Plan If you are one of...
6 Benefits of Being a Locum Tenens Physician
Written by: Corey Janoff 6 Benefits of Being A Locum Tenens Physician I have a number of clients...
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...