Should I make Roth or Pre-Tax Contributions to my 401k? Written by: Derek Melvin As we turn the page to a new year, it is always important to revisit your employer benefits and retirement plan details. Specifically for your 401(k), it is important to evaluate and...
Written by: Derek Melvin If you are one of the millions of borrowers currently enrolled in the Saving on a Valuable Education (SAVE) repayment plan or pursuing federal student loan forgiveness, this has likely been a challenging past few years. With multiple loan...
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: Derek Melvin Congratulations on your residency match! That is a major accomplishment as you can begin putting the hard work of medical school behind you and take the next step to becoming a doctor. Aside from the excitement of your career progression,...
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...
