Written by: Peggy Haslach “My CPA says I need to set up a SEP IRA!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP IRA for their 1099 income, I know their business has reached a point where they could benefit from...
Written by: Corey Janoff As a physician, financial planning starts in residency, or even medical school. It is important to establish good financial habits to set yourself up for financial success once you become an attending. This guide to money in residency...
Written by: Corey Janoff Listen Here! As a parent and a financial advisor, I feel a duty and obligation to teach my kids about money. It will be embarrassing for me if my kids are not knowledgeable about money and finances by the time they are adults. These 11 ways...
Written by: Peggy Haslach Listen Here! According to the CFP Board, currently, 76.4% of financial advisors are men, 23.6% are women and <0.1% are non-binary[1]. There aren’t any statics about the number that are transgender, but if you look at the above statistic...
Written by: Corey Janoff Listen Here! Looking back at my first home purchase, it turns out, I got fairly lucky. I was in a buyers’ market, the home appreciated in value quickly following the purchase, and it was a nice home for my current situation. As you’ll see...
Written by: Derek Melvin Listen Here! As we may be approaching the end of federal student loan forbearance that began in 2020 during the COVID-19 pandemic, it is important to revisit your repayment strategy for any federal student loans. For many physician student...
