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Health Savings Accounts: An Important Part Any Retirement Plan

WEBInvestors are likely aware of Health Savings Accounts (HSAs) and their use by patients and doctors alike to pay for health-related expenses. Many may not know …

Actived: 7 days ago

URL: https://www.ojmgroup.com/articles/health-savings-accounts-hsa-and-your-retirement-plan/

A Financial Guide for Physicians OJM Group

WEBAchieving Financial Wellness: A Guide for Physicians. David B. Mandell, JD, MBA March 14,2024. Jason O'Dell, MS, CWM March 14,2024. The term “wellness” has …

Category:  Health Go Health

The Physician as an Entrepreneur with Medic Management Group

WEBThe risks inherent in the practice of medicine. The critical questions entrepreneurial physician practice leaders should be asking. Tactical areas such as …

Category:  Medicine Go Health

Investing as a Doctor: 5 Tips for Beginners

WEBAs a doctor, you dedicate your life to caring for others and positively impacting their well-being. However, it’s equally critical to prioritize your financial health …

Category:  Health Go Health

Flexibility: Most Important Element of Your Financial Plan

WEBWith the latest 2018 tax reform, we are experiencing the fourth lowest federal income tax regime (measured by the highest bracket) since the income tax was …

Category:  Health Go Health

Articles Financial Planning for Physicians OJM Group

WEBThe Importance of Asset Protection. Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…. Access financial planning …

Category:  Health Go Health

The Business Side of Medicine with Dr. Shaminder Gupta

WEBIn this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from …

Category:  Health Go Health

Financial Advice for Physicians + More OJM Group

WEBWhether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, …

Category:  Health Go Health

Investment Management for Doctors + More OJM Group

WEBOJM Group has reviewed or implemented qualified plan designs for numerous companies and professional practices throughout the country and we are well-versed in profit …

Category:  Health Go Health

Banking for Doctors, by Doctors with Dr. Michael Jerkins

WEBSPOTIFY. In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. Michael begins with …

Category:  Health Go Health

Taking Advantage of Everyday Tax-Favored Assets OJM Group

WEBOver the years, they have taken full advantage of some real estate tax benefits – most notably the interest deductions and property tax write-offs. A few have …

Category:  Health Go Health

Hot Topics in Wealth Management For 2024 529s, HSAs & Bonds

WEBListen in as host David Mandell chats with Certified Financial Planners Bob Peelman, Adam Braunscheidel, and Andrew Taylor from the OJM Group on three …

Category:  Health Go Health

Vision and Values OJM Group

WEBThe close collaboration of advisors from a variety of disciplines is fundamental to finding solutions for your financial challenges in today’s complex environment. OJM Group is a …

Category:  Health Go Health

S and C Corporations

WEBC corporations currently are subject to a flat 21% tax rate on taxable corporate income. For businesses looking to maintain capital inside the business rather …

Category:  Health Go Health

Why Your Long-Term Financial Plan Must Be Flexible

WEBThe Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.” Recognizing this adage, flexibility should be prioritized in long-range …

Category:  Health Go Health

Estate Planning Essentials for All Ages OJM Group

WEBDavid B. Mandell, JD, MBA March 12,2024. Estate planning is an important aspect of wealth management that should be addressed early in your career, and …

Category:  Health Go Health

Money Milestones: Starting a Family OJM Group

WEBOJM Group has launched our “Money Milestones” content series as a guide for individuals and families to navigate essential decisions arising from some of life’s …

Category:  Health Go Health

Help Patients & Build Profits with Dr. Jonathan Kaplan

WEBListen in as host David Mandell speaks to returning guest plastic surgeon Dr. Jonathan Kaplan about adding a weight loss program to a medical practice – both for …

Category:  Medical Go Health

Wealth Planning for the Modern Physician Podcast OJM Group

WEBJoin attorney, wealth manager, and well-known author David Mandell, JD, MBA for Wealth Planning for the Modern Physician, a podcast dedicated to improving a physician’s …

Category:  Health Go Health