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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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…
