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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.
Retirement Plans for Doctors
Retirement Plans for Doctors With the month of September holding a very important holiday that...
College Savings – 529 Plan Changes
College Savings - 529 Plan Changes Written by: Derek Melvin With continuously rising costs of...
Retirement Planning for 1099 Income: Solo 401k vs. SEP IRA
“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?”
A Guide to Money in Residency
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).
11 Ways to Teach Your Kids About Money
Written by: Corey Janoff Listen Here! As a parent and a financial advisor, I feel a duty and...
Planning With Pride 2023: 5 Tips To Build Trust And Become An Ally
Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial...
What to Look for in a Disability Insurance Policy for Doctors
Written by: Derek Melvin Listen Here! Looking into long-term disability insurance for doctors can...
The Cost of Short-Term Home Ownership
Written by: Corey Janoff Listen Here! Looking back at my first home purchase, it turns out, I got...
Announcement: One-Time Payment Adjustment for PSLF
Written by: Derek Melvin Listen Here! As we may be approaching the end of federal student loan...
Disability Insurance for Doctors: How Much Income Should I Protect?
Written by: Corey Janoff Listen Here! One of the most overlooked components of financial planning...
Retirement Planning for Doctors: How Much Do I Need to Retire?
Written by: Corey Janoff While working through the retirement planning process for doctors, the...
23 Financial Goals for 2023
Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin...