Written by: Corey Janoff People are always big fans of lists. I’m not sure why. There is probably some psychological reason behind it. Maybe we have a fascination with numbers and order. It is also timely as we enter the holiday season. Grocery lists, list of...
Getting Together or Breaking Up: Planning for Couples In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle planning for couples. Whether you are working on moving in with someone, getting married, or separating after a long-term relationship,...
Investing in an Election Year Politics can certainly make life spicy and a little stressful! But how should things like a presidential election affect your investment decisions? Should they at all? In this episode of Financial Clarity for Doctors, Rachelle...
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: Corey Janoff We get many questions from practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401(k) (many are not), a cash balance defined benefit pension plan can be a great...
