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...
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....
Written by Derek Melvin I doubt you found this blog post by accident. If you are a doctor, you likely get bombarded with emails and advertisements about own-occupation disability insurance just about every day. The most common questions we receive are: Do I...
Written by: Corey Janoff Happy May, everyone! For those of you who don’t know, May is disability insurance awareness month. Not just in 2024, but in every year. May is also Asian Pacific Heritage Month, Jewish American Heritage Month, National Physical Fitness...
Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning through every detail of your financial plan to come up with some final tax deductions. It is also a time where you reflect on ways you can find more tax deductions in your...
Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many items to gather and complete ahead of the tax filing deadline of 4/15/2024 for 2023. One item that sometimes gets forgotten when putting together your tax filing...
