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Backdoor Roth IRA

Backdoor Roth IRA

Written by: Corey Janoff Backdoor Roth IRA We are coming up to the 2024 tax filing deadline and there is still time to contribute to an IRA for 2024! Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the IRS allows you to make prior-year IRA...
Comparing Job Offers

Comparing Job Offers

Written by: Rachelle Vanderzanden, CFP® Comparing Job Offers You did it.  Or maybe, you’re almost there!  For folks comparing job offers and about to take on their first attending job, this is a huge transition. How many years have you been working toward this goal? ...
UPDATE: Federal Student Loan Repayment and SAVE Plan

UPDATE: Federal Student Loan Repayment and SAVE Plan

Written by: Derek Melvin Update: Federal Student Loan Repayment and SAVE Plan 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...
6 Benefits of Being a Locum Tenens Physician

6 Benefits of Being a Locum Tenens Physician

Written by: Corey Janoff 6 Benefits of Being A Locum Tenens Physician 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...
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...