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...
How Does Tax Loss Harvesting Work Written by: Corey Janoff | Blog Tax-loss harvesting is an important aspect of managing an investment portfolio. Tax-loss harvesting is a tax strategy that involves selling investments at a loss to offset or reduce capital gains taxes...
Written by: Corey Janoff The Importance of Estate Planning You may have heard about Estate Planning. You may read it in an article or hear about it in a commercial. But what is Estate planning and why is it important? Estate planning is a friendly term for planning...
Written by: Derek Melvin Match Day Financial Checklist Congratulations on your residency match! That is a major accomplishment as you can begin to put the challenging work of medical school behind you and take the next step to becoming a doctor. Aside from the...
Written By: Derek Melvin Everything You Need To Know About 401(k) Plans: A Q&A Guide 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...
