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: Peggy Haslach “My CPA says I need to set up a SEP IRA!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP IRA for their 1099 income, I know their business has reached a point where they could benefit from...
Written by: Corey Janoff As a physician, financial planning starts in residency, or even medical school. It is important to establish good financial habits to set yourself up for financial success once you become an attending. This guide to money in residency...
Written by: Corey Janoff Listen Here! As a parent and a financial advisor, I feel a duty and obligation to teach my kids about money. It will be embarrassing for me if my kids are not knowledgeable about money and finances by the time they are adults. These 11 ways...
Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial advisors are men, 23.6% are women and <0.1% are non-binary[1]. There aren’t any statics about the number that are transgender, but if you look at the above statistic...
Written by: Derek Melvin Listen Here! 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 in the event that you cannot work anymore, disability insurance...
