financial planning Archives | OJM Group

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Maximizing the Two-Fold Benefits of Your Charitable Donations

December 19, 2024

By David B. Mandell, JD, MBA

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Federal Reserve Rate Cutting Cycle

November 20, 2024

By Bob Peelman, CFP®

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Start Early to Leverage the Power of Compound Interest

December 10, 2024

By Andrew Taylor, CFP®

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Should I Buy a Home or Rent?

July 21, 2024

By Bob Peelman, CFP®

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Don’t Outlive Your Money

June 22, 2024

By Michael Lewellen, CFP®

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3 Strategies to Implement as You Near Retirement

June 22, 2024

By Andrew Taylor, CFP®

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Upside Potential and Downside Protection

June 22, 2024

By David B. Mandell, JD, MBA

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Saving for the High Cost of College: 529 Plans

June 22, 2024

By Bob Peelman, CFP®

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How Much Life Insurance Do I Need?

June 21, 2024

By Michael Lewellen, CFP®

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Strategy #1 | Financial Planning

June 22, 2024

By Michael Lewellen, CFP®

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Playbook Intro

June 22, 2024

By David B. Mandell, JD, MBA

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Achieving Financial Wellness: A Guide for Physicians

September 29, 2024

By David B. Mandell, JD, MBA

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Adding A Weight Loss Program to Help Patients and Build Profits

June 5, 2024

By Dr. Jonathan Kaplan

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What You Need To Know if You May Inherit an IRA

December 10, 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

December 10, 2024

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

August 3, 2024

By Andrew Taylor, CFP®

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How We Work With Physicians

December 12, 2022

By Michael Lewellen, CFP®

banner image how ojm group works with physicians video

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

cover of medical economics september 2021 issue

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

September 29, 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

September 29, 2024

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

practical dermatology october 2020 cover

How Physicians Are Unlike Most U.S. Investors

July 4, 2023

By David B. Mandell, JD, MBA

October 2020 Market Update

September 29, 2024

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®