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Match Day Financial Checklist

Match Day Financial Checklist

Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment as you can begin to put the challenging work of medical school behind you and take the next step to becoming a doctor. Aside from the excitement of your career...
Backdoor Roth IRA

Backdoor Roth IRA

Written by: Corey Janoff We are coming up to the 2024 tax filing deadline and there is still time to contribute to an IRA for 2024! Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the IRS allows you to make prior-year IRA contributions up until the tax...
Should I Make Roth or Pre-Tax Contributions to my 401k?

Should I Make Roth or Pre-Tax Contributions to my 401k?

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...
Comparing Job Offers

Comparing Job Offers

Written by: Rachelle Vanderzanden, CFP® You did it.  Or maybe, you’re almost there!  For folks comparing job offers and about to take on their first attending job, this is a huge transition. How many years have you been working toward this goal?  Do we start counting...
UPDATE: Federal Student Loan Repayment and SAVE Plan

UPDATE: Federal Student Loan Repayment and SAVE Plan

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...