financial planning Archives | OJM Group

Bob Peelman Articles

Emergency Funds

Andrew Taylor Articles

Understanding Your Index Funds

David Mandell Andrew Taylor Articles

Understanding Bonds: Do They Belong in Your Portfolio?

Jason O'Dell Carole Foos Articles

Cash Balance Plans in 2025

David Mandell Carole Foos Articles

Maximizing the Two-Fold Benefits of Your Charitable Donations

Bob Peelman Articles

Federal Reserve Rate Cutting Cycle

Andrew Taylor Articles

Start Early to Leverage the Power of Compound Interest

Bob Peelman Articles

Should I Buy a Home or Rent?

Playbook Michael Lewellen Video

Don’t Outlive Your Money

Playbook Andrew Taylor Video

3 Strategies to Implement as You Near Retirement

Playbook David Mandell Video

Upside Potential and Downside Protection

Playbook Bob Peelman Video

Saving for the High Cost of College: 529 Plans

Playbook Michael Lewellen Video

How Much Life Insurance Do I Need?

Playbook Michael Lewellen Video

Strategy #1 | Financial Planning

Playbook David Mandell Video

Playbook Intro

David Mandell Jason O'Dell Articles

Achieving Financial Wellness: A Guide for Physicians

Wealth Planning for the Modern Physician Podcast

Adding A Weight Loss Program to Help Patients and Build Profits

David Mandell Jason O'Dell Articles

What You Need To Know if You May Inherit an IRA

Past Article Archive Andrew Taylor

Bonds vs Cash

Andrew Taylor Articles

Proactive Planning Can Reduce Taxes on Investments

Doctors David Mandell OJM in the Media

Nailed It: The Orthopedic Surgery Podcast

David Mandell Adam Braunscheidel Articles

Health Savings Accounts and Retirement Planning

Past Article Archive Bob Peelman

Saving for the High Cost of College

Andrew Taylor Articles

Direct Indexing

Michael Lewellen

How We Work With Physicians

David Mandell

How We Work With Physicians

Carole Foos Articles

Tax Reduction Opportunity for Medical Practices

Past Article Archive David Mandell Carole Foos

Tax Diversification

David Mandell Bob Peelman Articles

2 Investment Options: Upside Potential & Downside Protection

Webcasts Carole Foos Video

Tax Update for Physicians

Webcasts David Mandell Video

Non-Qualified Plans

Doctors David Mandell Adam Braunscheidel OJM in the Media

Inflation Survival Guide

Webcasts Carole Foos Video

The New & Expanded Employee Rentention Credit

David Mandell

Financial Lessons Learned from the Pandemic

Webcasts Bob Peelman Video

After 2020, Are You Still On Track For Retirement?

Monthly Investment Commentary Bob Peelman Andrew Taylor Adam Braunscheidel

Investing Through an Election

Doctors David Mandell Adam Braunscheidel OJM in the Media

Staying the Course Amid the COVID-19 Crisis

Doctors David Mandell Andrew Taylor OJM in the Media

How Physicians Are Unlike Most U.S. Investors

Monthly Investment Commentary

October 2020 Market Update

Monthly Investment Commentary

May 2019 Monthly Market Update

Articles

2017 Tax Cuts and Jobs Act