(503) 841-5840 [email protected]
Is Your Mom’s IRA SECURE?

Is Your Mom’s IRA SECURE?

Share This: This article was initially written and published on LinkedIn by Peggy Haslach on December 17, 2020.  It has since been updated for this blog.  The name sounds assuring, but is the SECURE Act leaving womxn feeling SECURE about how inherited IRA’s (or...
Financial Planning 101: Spending

Financial Planning 101: Spending

Written by: Corey Janoff This post was originally published on our previous blog website on August 28th, 2018 and has since been revised and updated.  I’m not a fan of budgeting. Budgets generally don’t work for people. You either go over the budget, or...
Why Day Trading is a Bad Idea

Why Day Trading is a Bad Idea

Written by: Corey Janoff  2020 has been quite the year. Given the dynamics of it all, people have found themselves with more free time. Combine that with a volatile stock market, and many individuals have taken up the hobby of day trading stocks.  In short, day...
Benefits of Financial Planning

Benefits of Financial Planning

Written by: Corey Janoff  October is National Financial Planning Month, so it’s fitting we write about the benefits of financial planning! Many of you reading this are existing Finity Group clients and therefore understand the importance of financial planning...
How Much Income Do I Need to Protect

How Much Income Do I Need to Protect

Written by: Corey Janoff This post was originally published on our previous blog website on June 20, 2017 and has since been revised and updated.  One of the most overlooked components of financial planning is income protection.  Income is the linchpin that holds your...
Year-End Financial Planning Checklist

Year-End Financial Planning Checklist

Share This: Written by: Corey Janoff  Are you a young doctor looking to learn more about personal financial planning? Register to attend one of our free upcoming educational financial planning webinars!  As the third quarter comes to an end, and we enter the last...