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...
Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of residency or fellowship, you can see the light at the end of the tunnel! Now is time to get your financial house teed up for success as a you will soon morph into a new...
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 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...
