Financial Services firm specializing in physician wealth management. Securities offered through Cambridge Investment Research, INC member FINRA/SIPC
Portland, OR
Joined February 2016
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Dive into the possibilities of the Physician side hustle!
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One of our favorite articles/sketches. Read more on Behavior Gap: behaviorgap.com/where-to-pla…
Plenty of predictions out there if you are looking. Read more on A Wealth of Common Sense: awealthofcommonsense.com/202…
In this episode of Financial Clarity for Doctors, Corey and Rachelle check the accuracy of their crystal ball and try out some predictions for next year (even though they have proven they’re not great about it!). Listen along on our website: thefinitygroup.com/podcast/1…
Maybe don't plan on working into your 70's. Read more on Financial Advisor Magazine: fa-mag.com/news/people-are-r…
In this episode of Financial Clarity for Doctors, our hosts Rachelle Vanderzanden and Corey Janoff chat through some upcoming changes to retirement savings rules. Listen along on our website: thefinitygroup.com/podcast/1…
How did you fair on Finity Group's 24 Financial Goals for 2024? Check the list out on our website: thefinitygroup.com/blog/24-f…
For those stuck in the SAVE limbo. Read more on Newsweek: newsweek.com/student-debt-fo…
Some tax hacks for retirement. Read more on Humble Dollar: humbledollar.com/2024/11/a-t…
Help your kids learn about money. Read more on Cameron Huddleston: cameronhuddleston.com/how-mu…?
In this episode of Financial Clarity for Doctors, Corey and Rachelle walk through when it makes sense to tackle home renovations (and when it doesn’t). Listen along on our website: thefinitygroup.com/podcast/1…
We are closing in on the end of the year and there is still time to contribute to an IRA for 2024! Learn more on our website: thefinitygroup.com/blog/back…
Even if you think you've thought of everything. Read more on Behavior Gap: behaviorgap.com/risk-is-what…
Sometimes reasonable is better than optimal. Read more on Humble Dollar: humbledollar.com/2024/11/no-…
Keep your politics and your investment ideas separate. Read more on A Wealth of Common Sense: awealthofcommonsense.com/202…
In this episode of Financial Clarity for Doctors, Corey and Rachelle talk about the pros and cons of paying extra on your mortgage. Listen along on our website: thefinitygroup.com/podcast/1…
Ready to begin your financial plan? Contact us through our website and we'll get you set up with a complimentary consultation! thefinitygroup.com/contact-u…
Read our most recent blog for an update on the current standings of Federal Student Loan Repayment and SAVE Plan. Read more on our website: link in bio
Update your contributions accordingly if trying to max out. Read more on the IRS' Website: irs.gov/newsroom/401k-limit-…
