financial planning Archives | OJM Group

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Achieving Financial Wellness: A Guide for Physicians

March 14, 2024

By David B. Mandell, JD, MBA

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Adding A Weight Loss Program to Help Patients and Build Profits

January 24, 2024

By Dr. Jonathan Kaplan

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What You Need To Know if You May Inherit an IRA

January 19, 2024

By David B. Mandell, JD, MBA

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Bonds vs Cash

December 5, 2023

By Andrew Taylor, CFP®

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Proactive Planning Can Reduce Taxes on Investments

November 13, 2023

By Andrew Taylor, CFP®

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Nailed It: The Orthopedic Surgery Podcast

November 3, 2023

By David B. Mandell, JD, MBA

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Health Savings Accounts

November 10, 2023

By David B. Mandell, JD, MBA

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Saving for the High Cost of College

September 14, 2023

By Bob Peelman, CFP®

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Asset Protection for Doctors: 3 Effective Strategies

April 1, 2024

By David B. Mandell, JD, MBA

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Direct Indexing

July 4, 2023

By Andrew Taylor, CFP®

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How We Work With Physicians

December 12, 2022

By Michael Lewellen, CFP®

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How We Work With Physicians

December 12, 2022

By David B. Mandell, JD, MBA

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Tax Reduction Opportunity for Medical Practices

October 13, 2022

By Carole C. Foos, CPA

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Tax Diversification

September 16, 2022

By David B. Mandell, JD, MBA

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2 Investment Options: Upside Potential & Downside Protection

June 19, 2023

By David B. Mandell, JD, MBA

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Tax Update for Physicians

July 4, 2023

By Carole C. Foos, CPA

financial planning for physicians

Non-Qualified Plans

March 9, 2022

By David B. Mandell, JD, MBA

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Inflation Survival Guide

October 19, 2021

By David B. Mandell, JD, MBA

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The New & Expanded Employee Rentention Credit

August 25, 2021

By Carole C. Foos, CPA

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Financial Lessons Learned from the Pandemic

April 1, 2024

By David B. Mandell, JD, MBA

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After 2020, Are You Still On Track For Retirement?

April 1, 2024

By Bob Peelman, CFP®

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Investing Through an Election

November 15, 2021

By Bob Peelman, CFP®

ASDS Currents Cover Vol 2020 Issue 4

Staying the Course Amid the COVID-19 Crisis

October 14, 2020

By David B. Mandell, JD, MBA

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How Physicians Are Unlike Most U.S. Investors

July 4, 2023

By David B. Mandell, JD, MBA

October 2020 Market Update

January 8, 2021

By Bob Peelman, CFP®

May 2019 Market Update

May 2019 Monthly Market Update

January 8, 2021

By Bob Peelman, CFP®

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2017 Tax Cuts and Jobs Act

April 1, 2024

By Carole C. Foos, CPA

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Flexibility in Planning

July 4, 2023

By Michael Lewellen, CFP®

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