ARTICLES
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
Beyond the Magnificent 7
After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but…
Four Common Investment Mistakes and How to Avoid Them
Investing is challenging and the task has become increasingly difficult as our access to information…
Tax Diversification
It is not surprising that the top financial goals of physicians and other high-net-worth investors…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
Consolidated Appropriations Act of 2023
The Consolidated Appropriations Act of 2023, enacted on December 29, 2022, includes the Secure 2.0…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Health Savings Accounts and Retirement Planning
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Don’t Outlive Your Money
Most investors, when considering their financial future, have a common concern – that they will…
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
Recent Cases Affect Protection of Assets in LLCs
As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
Beyond the Magnificent 7