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UPDATE: Federal Student Loan Repayment and SAVE Plan

UPDATE: Federal Student Loan Repayment and SAVE Plan

Written by: Derek Melvin If you are one of the millions of borrowers currently enrolled in the Saving on a Valuable Education (SAVE) repayment plan or pursuing federal student loan forgiveness, this has likely been a challenging past few years. With multiple loan...
6 Benefits of Being a Locum Tenens Physician

6 Benefits of Being a Locum Tenens Physician

Written by: Corey Janoff I have a number of clients who are locum tenens physicians. What is a locum tenens physician? A locum tenens doctor is basically a temporary employee.  They are independent contractors, rather than salaried, W2 employees at a hospital or...
5 Steps to Achieving Financial Independence

5 Steps to Achieving Financial Independence

Written by: Corey Janoff People are always big fans of lists.  I’m not sure why.  There is probably some psychological reason behind it.  Maybe we have a fascination with numbers and order.    It is also timely as we enter the holiday season. Grocery lists, list of...
Term vs. Whole Life Insurance

Term vs. Whole Life Insurance

Written by: Corey Janoff To continue life insurance awareness month, I wanted to talk about the term vs. whole life insurance debate. This is a popular one, especially amongst higher income individuals, such as our physician and dentist clients.  Today we will explain...
What is a Cash Balance Pension Plan?

What is a Cash Balance Pension Plan?

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...
Planning for LGBTQ+ Families!

Planning for LGBTQ+ Families!

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....