ARTICLES
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
Boost Tax Deductions & Retirement Savings
A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Proactive Planning Can Reduce Taxes on Investments
This article offers six strategies to reduce taxes on investments, that could save you thousands…
Health Savings Accounts
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
Is a Recession on the Horizon?