wealth planning Archives | Page 2 of 2 | OJM Group

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Alternative Investments, How LLCs Shield Assets & Retiring Well

February 23, 2025

By Dr. David Yanoff

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Tax Planning and the Employee Retention Credit

May 26, 2024

By Carole C. Foos, CPA

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Personal Branding & Other Business Lessons

August 30, 2021

By Dr. Michael Ast

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The Entrepreneurial Operating System (EOS)

July 4, 2023

By Crystal L. Faulkner CPA, CExP, MAFF

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Cash Savings Alternative

July 4, 2023

By Michael Lewellen, CFP®

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The Physician as an Entrepreneur

June 5, 2024

By Jerry Kelsheimer

Personal Guarantees to Partner Choices

July 4, 2023

By Desmond McGuire, MD

Inflation and Your Investments

February 23, 2025

By Andrew Taylor, CFP®

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Protect Your Practice & Personal Data From Cyber Fraud

May 26, 2024

By Mark Grosvenor

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2021 Legal Update for Doctors

April 27, 2021

By Brad Adatto, JD

Don’t Put Your Happiness on Hold

July 7, 2024

By Jen Haley, MD, FAAD

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What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

May 7, 2024

By Michael Lewellen, CFP®

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Career Transitions, Asset Protection & Podcasting

July 4, 2023

By Dr. Richard Marn

Insights on Selling a Medical Practice

July 4, 2023

By Clint Bundy

Financial Therapy 101

May 26, 2024

By Greg Gilot, MD

Taking Time & Taking Risks

July 7, 2024

By Mukul Mehra, MD

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The Importance of Asset Protection & Other Lessons

March 2, 2025

By David Goldberg, MD, JD

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After 2020, Are You Still On Track For Retirement?

April 1, 2024

By Bob Peelman, CFP®

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2021 Tax Planning: The Biden Tax Plan and More

July 4, 2023

By Carole C. Foos, CPA

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The Financial Life of a Two-Physician Couple

July 7, 2024

By Dr. Robin Fogle

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Protecting Against Malpractice Liability

December 11, 2024

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