Blog

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: Derek Melvin Congratulations on your residency match! That is a major accomplishment...

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...

Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest...

Retirement Plans for Doctors With the month of September holding a very important holiday that...

College Savings - 529 Plan Changes Written by: Derek Melvin With continuously rising costs of...

“My CPA says I need to set up a SEP!” When I hear that, I usually reply, “Congratulations! Typically, when I have someone asking about SEP, I know their business has reached a point where they could benefit from setting up a SEP… or for that matter a Solo 401(k), SIMPLE IRA, or Keogh plan. Did your CPA mention any of these? Or perhaps discuss the difference between a Solo 401k vs. SEP IRA?”