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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...
Match Day Financial Checklist
Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment...
Everything You Need to Know About 401(k) Plans: A Q&A Guide
Written By: Derek Melvin Planning for retirement can be overwhelming at times, but understanding...
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...