Written by: Corey Janoff The Cost of Short Term Home Ownership Looking back at my first home purchase, it turns out, I got fairly lucky. I was in a buyers’ market, the home appreciated in value quickly following the purchase, and it was a nice home for my current...
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 Achieving Financial Independence is Quite Simple One of the most common goals I hear from my clients is wanting to achieve financial independence. With Independence Day just behind us, this is a good time to talk through what you may need to...
Written by: Derek Melvin Estate Planning: How to Prepare for End of Life and Protect Your Loved Ones Estate planning is one of the most important steps you can take to protect your family, your finances, and your legacy. It is also the hardest topic to discuss in a...
Written by: Corey Janoff 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 all of it, others only a portion. Many...
Written by: Derek Melvin What To Look For In A Disability Insurance Policy For Doctors Looking into long-term disability insurance for doctors can be a daunting task. Although disability insurance is a simple concept, which is protecting your income if you cannot work...
