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For parents, saving some money for college for their kids is often a financial goal. Everyone has different goals for how much college they want to pay for – some may want to pay for any and all of it, others only a portion. Many of you with children have heard of the 529 college savings plan. Today we want to answer the question, “Is a 529 college savings plan worth it?”

Last Year of Residency Finance Checklist Written by: Corey Janoff As a doctor in the last year of...

Written by: Corey Janoff One of the most common goals I hear from my clients is wanting to achieve...

Rights for LGBTQ families are often in question. How do you protect your family’s financial future if you are a member of the LGBTQ community?

Written by Derek Melvin   I doubt you found this blog post by accident. If you are a doctor,...

Disability insurance is one of the most overlooked and undervalued components to a successful financial strategy. Today we look at some facts about disabilities to bring awareness to the matter.

Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning...

Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many...

We get many questions from business or practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401k (many are not), a cash balance defined benefit pension plan can be a great option to implement for additional retirement and tax savings. Today we will look at the cash balance plan pros and cons so you can decide if this is something worth exploring.

Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin...

Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent...

Written by: Corey Janoff With Thanksgiving right around the corner, many of you are likely...