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Disability Insurance for Doctors

Disability Insurance for Doctors

Written by Derek Melvin   I doubt you found this blog post by accident. If you are a doctor, you likely get bombarded with emails and advertisements about own-occupation disability insurance just about every day. The most common questions we receive are: Do I...
14 Facts about Disability

14 Facts about Disability

  Written by: Corey Janoff Happy May, everyone! For those of you who don’t know, May is disability insurance awareness month. Not just in 2024, but in every year. May is also Asian Pacific Heritage Month, Jewish American Heritage Month, National Physical Fitness...
Match Day Financial Checklist

Match Day Financial Checklist

Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment as you can begin putting the hard work of medical school behind you and take the next step to becoming a doctor. Aside from the excitement of your career progression,...
10 Tax Deductions for Doctors

10 Tax Deductions for Doctors

Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning through every detail of your financial plan to come up with some final tax deductions. It is also a time where you reflect on ways you can find more tax deductions in your...
Tax Deadline Checklist: Roth IRA Contributions

Tax Deadline Checklist: Roth IRA Contributions

Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many items to gather and complete ahead of the tax filing deadline of 4/15/2024 for 2023. One item that sometimes gets forgotten when putting together your tax filing...
Cash Balance Plans Pros and Cons

Cash Balance Plans Pros and Cons

Written by: Corey Janoff We get a lot of 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 401(k) (many are not), a cash balance defined benefit pension plan can...