ARTICLES
Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
What You Should Know About the Biden Tax Proposals
With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…
Proactive Planning Can Reduce Taxes on Investments
This article offers six strategies to reduce taxes on investments, that could save you thousands…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Recent Cases Affect Protection of Assets in LLCs
As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
As recently as this week, there are tax proposals in Congress which, if passed, would…
6 Financial Actions to Take During Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…
How to Protect Your Home and Home Equity From Liability
Along with retirement and personal investment accounts, the family home (and its equity) is often…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
The Importance of Asset Protection
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Markets Surge to New All-Time Highs in February