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Disability Insurance for Doctors
Written by Derek Melvin I doubt you found this blog post by accident. If you are a doctor,...
14 Facts about Disability
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.
Match Day Financial Checklist
Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment...
10 Tax Deductions for Doctors
Written by: Corey Janoff With the tax deadline looming, many of you out there may be scanning...
Tax Deadline Checklist: Roth IRA Contributions
Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many...
Cash Balance Plans Pros and Cons
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.
24 Financial Goals for 2024
Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin...
2024 “Sure-To-Be-Wrong” Economic Predictions
Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent...
Financially Frugal, Yet Fantastically Flavorful Thanksgiving Feast
Written by: Corey Janoff With Thanksgiving right around the corner, many of you are likely...
The New SAVE Plan
Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest...
Retirement Plans for Doctors
Retirement Plans for Doctors With the month of September holding a very important holiday that...
College Savings – 529 Plan Changes
College Savings - 529 Plan Changes Written by: Derek Melvin With continuously rising costs of...