Written by: Corey Janoff We are closing in on the end of the year and there is still time to contribute to an IRA for 2024! You actually have a bit more time than that to complete IRA contributions. Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the...
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: Corey Janoff I have a number of clients who are locum tenens physicians. What is a locum tenens physician? A locum tenens doctor is basically a temporary employee. They are independent contractors, rather than salaried, W2 employees at a hospital or...
Written by: Corey Janoff We may have heard about Estate Planning. You may read it in an article or hear about it in a commercial. But what is Estate planning and why is it important? Estate planning is a friendly term for planning your death. Yes, it is death...
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...
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...
