Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin setting goals for the year to come and improvements they want to make in their lives moving forward. Naturally, finances are typically at the top of the list. “Spend less...
Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent reflecting on the year that was and beginning to look ahead for what is in store for us in 2024. In the financial industry, you will begin seeing many articles come out...
Written by: Corey Janoff With Thanksgiving right around the corner, many of you are likely starting to prepare your Thanksgiving feast. If you are looking for tips on how to make your meal delicious without breaking the bank, then you have come to the right place!...
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...
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 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...
