Written By: Derek Melvin Planning for retirement can be overwhelming at times, but understanding your 401(k) plan is a crucial step towards securing your financial future. It is likely that your employer offers a 401(k) or 403(b) plan for their employees, so it is...
Written by: Corey Janoff We are coming up to the 2024 tax filing deadline and there is still time to contribute to an IRA for 2024! Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the IRS allows you to make prior-year IRA contributions up until the tax...
Should I make Roth or Pre-Tax Contributions to my 401k? Written by: Derek Melvin As we turn the page to a new year, it is always important to revisit your employer benefits and retirement plan details. Specifically for your 401(k), it is important to evaluate and...
Written by: Rachelle Vanderzanden, CFP® You did it. Or maybe, you’re almost there! For folks comparing job offers and about to take on their first attending job, this is a huge transition. How many years have you been working toward this goal? Do we start counting...
Written by: Derek Melvin If you are one of the millions of borrowers currently enrolled in the Saving on a Valuable Education (SAVE) repayment plan or pursuing federal student loan forgiveness, this has likely been a challenging past few years. With multiple loan...
Written by: Corey Janoff I have a number of clients who are locum tenens physicians. What is a locum tenens physician? A locum tenens doctor is basically a temporary employee. They are independent contractors, rather than salaried, W2 employees at a hospital or...
