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...
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...
