Blog

Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin...

Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent...

Written by: Corey Janoff With Thanksgiving right around the corner, many of you are likely...

Written by: Corey Janoff We may have heard about Estate Planning. You may read it in an article or...

Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest...

Retirement Plans for Doctors With the month of September holding a very important holiday that...

College Savings - 529 Plan Changes Written by: Derek Melvin With continuously rising costs of...

“My CPA says I need to set up a SEP!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP, I know their business has reached a point where they could benefit from setting up a SEP… or for that matter a Solo 401(k), SIMPLE IRA, or Keogh plan. Did your CPA mention any of these? Or perhaps discuss the difference between a Solo 401k vs. SEP IRA?”

As a new wave of interns & residents begin working at teaching hospitals across the country, we thought it would be a good idea to put together a guide to money in residency so you can get started on the right foot. The sooner you can establish good habits, the easier your path to financial freedom will be (possibly even fatFIRE).

Written by: Corey Janoff Listen Here! As a parent and a financial advisor, I feel a duty and...

Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial...

Written by: Derek Melvin Listen Here! Looking into long-term disability insurance for doctors can...