Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of residency or fellowship, you can see the light at the end of the tunnel! Now is time to get your financial house teed up for success as a you will soon morph into a new...
Written by: Corey Janoff One of the most common goals I hear from my clients is wanting to achieve financial independence. With Independence Day upon us, this is a good time to talk through what you may need to do to reach financial independence. When you break it...
Written by: Corey Janoff We get many 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 401k (many are not), a cash balance defined benefit pension plan can be a...
Written by: Finity Group June 28th is the 55th Anniversary of the Stonewall Riots, the event that has been given credit for the start of the gay liberation movement. Fifty-five years later, LGBTQ+ have come a long way and marriage equality is now the law of the land....
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...
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...
