ARTICLES
Sell in May and Go Away: Is it a Sensible Strategy for You?
Spring has arrived, which means you will hear the phrase “Sell in May and Go…
Everything Physicians Need to Know About the LLC Asset Protection Strategy
Even the best, most careful doctors can find themselves at the wrong end of a…
The 6 Life Insurance Exclusions to Be Mindful Of
Taking out a life insurance policy is like signing up for any other insurance: you…
Cash Balance Plans in 2025
Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
Four Common Investment Mistakes and How to Avoid Them
Investing is challenging and the task has become increasingly difficult as our access to information…
The Physician’s Guide to Life Insurance Retirement Plans
Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…
Maximizing the Two-Fold Benefits of Your Charitable Donations
At year-end, many consider donations to charities but are not quite sure of the best…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
How to Protect Your Home and Home Equity From Liability
The family home (and its equity) is often one of the most valuable assets you…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question