Written by: Corey Janoff We get many questions from 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 be a great...
Written by: Corey Janoff Life Insurance Awareness Month: Reasons To Get Life Insurance Life insurance is never the most fun thing to talk about. Right up there with Estate Planning – nobody likes talking about what happens when you are no longer around. With that...
Written by: Corey Janoff 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 of you with children...
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: 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....
