ARTICLES
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
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…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Strong Returns in a Shifting Economic Landscape
It was far from a quiet summer for the financial markets. Markets have been volatile…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
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…
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…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
2017 Tax Cuts and Jobs Act
Congress enacted sweeping tax reform in December which has widespread effects on both individuals and…
Strong Returns in a Shifting Economic Landscape