ARTICLES
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
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…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Should I Buy a Home or Rent?
The question of whether to purchase or rent a home is a hot topic within…
2017 Tax Cuts and Jobs Act
Congress enacted sweeping tax reform in December which has widespread effects on both individuals and…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
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…
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
As recently as this week, there are tax proposals in Congress which, if passed, would…
Global Markets Rally Again: Third Quarter Key Takeaways
Despite its reputation as the worst seasonal period for stocks, global stock markets rallied again.…
Equities Rally Post-Election After Slight October Dip