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The Importance of Estate Planning

The Importance of Estate Planning

Written by: Corey Janoff We 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 your death. Yes, it is death...
The New SAVE Plan

The New SAVE Plan

Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest will begin after more than a 3-year pause. I know, it was a nice run we enjoyed, yet it had to end at some point. With federal forbearance coming to an end, plans for...
Reasons to Get Life Insurance

Reasons to Get Life Insurance

Written by: Corey Janoff 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 said, it is one of the most...
Retirement Plans for Doctors

Retirement Plans for Doctors

Retirement Plans for Doctors With the month of September holding a very important holiday that many people might not know about, National 401(k) Day, we felt it to be very appropriate to revisit the importance of retirement savings plans. Some of the most common...
College Savings – 529 Plan Changes

College Savings – 529 Plan Changes

College Savings – 529 Plan Changes Written by: Derek Melvin With continuously rising costs of higher education, college savings for your child has become more of a priority than ever. When it comes to savings vehicles for your children’s college, 529 Plans are...
Last Year of Residency Finance Checklist

Last Year of Residency Finance Checklist

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...