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: 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: 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...
Written by: Corey Janoff Listen Here! One of the most overlooked components of financial planning for doctors is income protection, i.e., disability insurance. As a physician, income is the linchpin that holds your entire financial world together. Unless you are...
Written by: Corey Janoff While working through the retirement planning process for doctors, the question, “How much do I need to retire?” comes up quite frequently, and my answer is almost always the same. It depends. To no surprise, that’s actually my favorite answer...
