Asset Protection
- Strategies to Protect Your Assets Against a Lawsuit
- The Importance of a Sound Asset Protection Strategy
- Maximizing Protection of Assets from Lawsuits
- How to Create Secure Passwords That Keep Hackers Away
- 5 Ways to Boost Your Security Against Credit Card Theft
- An Overview of Asset Transfer Strategies
- Beat a Lawsuit Before it Begins
- Protect Your Assets With a ‘Family Bank’
Debt Management
- How Much House Can I Afford? The 28/36 Rule
- When Paying Down Debts, is Your Mortgage Top Priority?
- Dealing with Debt: Balancing Your Emotions and Logic
- Three Reasons to Consider a Physician Loan for Your Home
- Sell or Rent? Making the Most of Your Prior Home
- Think Twice Before You Borrow the Maximum
- Are You Properly Managing Your Debt?
- Three Questions to Ask Yourself When Buying a Home
- Refinancing Medical School Student Loans Can Save Money in the Long Run
- Applying the Time Value of Money Principle
- Tips and Strategies for an Ailing Credit Score
- 5 Ways to Save on Your Child’s College Debt
- Think Twice About Borrowing the Maximum for a Home
- 5 Ways to Achieve Financial Security
- Know the Rules for Education Funding
- Student Loan Repayment: What Makes the Most Sense for You?
- Get the monkey off your back!
Estate Planning
- When Planning for the Future, Don’t Overlook Your Estate
- Planning Your Legacy: Where to Start
- The Top Seven Questions for an Effective Beneficiary Audit
- Three Documents No Estate Plan Should Be Without
- Preserve Your Wealth and Legacy with a Trust
- Formulating an Estate Plan with Minimal Taxes and Fees
- Understanding the Different Ways to Title Property
- 4 Keys Steps to Planning Your Digital Estate
- A Widow’s Worst Nightmare
- A Doctor’s Estate Plan
Investment Management
- SBA Loans & CARES Act Implications
- Coronavirus Market Perspective: A Long-Term Plan
- Quarter Four in Review: A Look at Market Activity in Q4 2019
- Quarter Two in Review: A Look at Market Activity in Q2 2019
- “Pay Yourself First” and Other Budgeting Tips
- Five Ways to Juggle Multiple Savings Goals
- Quarter One in Review: A Look at Market Activity in Q1 2019
- Market in Review: A Recap of Market Activity in 2018
- When Saving for Education, Have You Considered a 529 Plan?
- The ABCs of Education Investing
- Lessons for the Next Crisis
- E+R=O, a Formula for Success
- A Vanishing Value Premium?
- 2016: 10 Predictions to Count On
- Investment Shock Absorbers
- Durable Investment Strategies
- Sell or Rent: Deciding What to Do with Your Home
- Real Estate Investments Could Potentially Lead to Steady Income
- Building a Long-Term Investment Strategy
- Living with Volatile Markets
- Choosing the Best 529 Plan for Your Child’s College Fund
- Sticking to a Disciplined Investing Strategy
- Assessing the Impact of Financial News
- Determining the Value of Financial Advice
- Developing a Plan to Save For Your Child’s College Education
- Responsible Financial Habits to Adopt
- Why Has Good Economic News Hurt Financial Markets?
- 529 College Savings Plans
- Do Morningstar Ratings Matter?
- Investing for Physicians
- Physician Wealth Management
Practice Management
- Four Tips for Planning a Vacation with a Toddler
- What is Business Overhead Expense Disability Insurance?
- Three Things You Didn’t Know About Taking a Vacation
- How EHR Implementation Can Improve Your Practice
- Is It More Sensible to Buy or Lease Medical Office Space?
- Launching a Successful Practice
- Physicians Still Feeling the Impact of the Affordable Care Act
- Adapting to Changes Triggered by the ICD-10 Transition
- Leveraging Private Investments in the Healthcare Industry
- The Myth of the Rich Doctor
- Integrating Value-Based Payments in Healthcare
- Healthcare Changes on the Horizon
Retirement Planning
- Americans Lose Trillions in Social Security
- Three Account Types and Contribution Caps You Should Know
- Four Ways to Supplement Your Retirement Savings
- Living in Retirement: The Second Leg of the Retirement Journey
- Retirement Fundamentals: How Do I Stay on Track?
- Saving for Retirement
- Time is Running Out to Execute a Roth Conversion
- Building Healthcare Costs into Retirement Planning
- Leveraging Asset Location Strategies for Your Retirement
- How to Keep Inflation from Killing Your Retirement
- Roth Conversions Offer Tax Friendly Benefits
- It Takes a Family to Plan Retirement
- Using Life & Health Expectancy Scenarios
Risk Management and Insurance
- Do You Have Full Home and Auto Coverage? (Trick Question.)
- Introducing Mylo, Our New Partner for Innovative Insurance Solutions
- For Disability Coverage, Should You Go Your Own Way?
- Before You Take That Job, Review the Benefits
- Three Reasons to Consider an HSA
- A Disability Doesn’t Have to End Your Career
- Protecting Your Identity from Increasingly Prevalent Security Threats
- Why are insurance rates going up?
- Do You Have Enough Liability Insurance to Protect Your Assets?
- How to Approach a Contract Negotiation with a Potential Employer
- Captive Insurance Can Be a Cost-Effective Method for Managing Risk
- Solidify Your Financial Foundation with Term-Life Insurance
- Real-World Lessons Doctors Can Take from Marvel’s Doctor Strange
- Protect Future Earnings With Disability Insurance
- Don’t Venture Too Far Without Adequate Insurance
- Evaluating a Medical Employment Contract
- Protect Your Assets and Retirement with an Umbrella Policy
- Coordinating Group Benefits with Your Overall Financial Plan
- Protecting Assets and Reputation in the Midst of a Malpractice Claim
- 5 Ways to Keep Your Car Insurance Bill From Being a Disaster
- Doctor Disability Insurance
- Medical Malpractice Insurance
Tax Planning
- Should I Hire a Professional to Do My Taxes, or File Myself?
- At A Glance: Tax Cuts & Jobs Act
- Key Thoughts on the Tax Cuts and Jobs Act
- Tax Alert about the Tax Cuts and Jobs Act
- Strategies for Reducing Your Effective Tax Rate
- Avoiding the Growing Problem of Tax Id Theft Scams
- 7 Questions to Ask Your CPA Before Year-End
- Tax Season: 8 Questions to Ask Your CPA
- Physician Tax Returns Could Present Challenges
- Understanding Tax-Loss Harvesting Strategies
- Upper Middle Class Has Most to Worry About from AMT in 2014
- Get Into the Spirit of Giving (and Reap the Tax Benefits)
- 2013 Charitable Tax Guide
- What Does the “Fiscal Cliff” Mean for You?
- Understanding the Alternative Minimum Tax (AMT)
- Two Year-End Tax Moves for your Investments
- The Fiscal Cliff & Tax Considerations
- Ten Tax Planning Tips for Doctors
- Tax Strategies for Doctors