Annuities Offer Powerful Tax Advantages Plus Some Avoidable Pitfalls
How to cut your taxes and avoid surprises.
Doctors Can Learn Professional Skills from Non-Physicians
It is important to keep in mind that there are also other key fundamentals that can help you immensely in your career as a physician.
Review Your Finances Now to Keep on Track in 2021
A year-end review helps you cut taxes, build retirement savings, rebalance your portfolio, and earn more interest.
The Pros and Cons of Having a Medical Student Shadow You
You have to understand your own strengths and weaknesses as you decide whether teaching students in the clinical setting is right for you.
Getting the Most Out of Physician Podcasts
Doctors can get the most out of physician-directed podcasts with a combination of planning and spontaneity.
Turned off by Low CD Rates? Consider a Fixed Annuity
CD rates are under 1%, but comparable annuities can pay more than 2% to 3% guaranteed and are tax-deferred.
Straddling the Pandemic and Post-Pandemic Markets
You can take advantage of key sectors likely to rise down the road from economic recovery, though this may be delayed by the current second wave of the pandemic.
Pruning Big Stock Gains to Preserve Them
By pruning gains incrementally over time and moving the cash into lower-risk assets, you can preserve gains and thus grow your account values in preparation for retirement.
Remove Financial Worries from Retirement
An annuity can yield guaranteed lifetime income—a private pension that helps you sleep at night.
The Start of Something Big When a Lovely Thing Dies?
The classic dichotomy of growth stocks versus value stocks may be at a pivot point.
Adjusting to Remote Interviews and Meetings
There are some strategies that even reluctant video conference-goers can incorporate to optimize these remote interactions.
How to Choose an Indexed Annuity
Three approaches to deciphering a valuable but sometimes complex annuity product.
Are Bonds Passé?
Not quite, but annuities can provide more income, plus tax advantages and longevity insurance.
Active and Passive Management Working in Harmony
When used in tandem, the two methods can work together in ways that deliver the best of both worlds while compensating for the downsides of each.
Shrink Your RMDs in 2021 and Beyond
Special type of annuity lets you cut IRA RMDs next year, cut taxes and guarantee more lifetime income in old age.
Nonclinical Job Warning Signs
Creating criteria by which you judge an opportunity goes beyond looking at the surface and includes watching for warning signs of predatory organizations.
The Pitfalls of Focusing Too Much on Dividends
Dividends can be a good way to get investment income, but many investors focus on this so much that they reduce their potential total portfolio gains.
Providing a Learning Environment for Medical Students During the COVID-19 Crisis
Even if your students aren’t allowed to have personal contact with your patients, they can become proficient in issues that weren’t ever considered prior to this crisis.
5 Benefits to Having a Nonclinical Job as a Doctor
The phrase "nonclinical career" tends to be used interchangeably with "leaving medicine," which is far from accurate.
Content Creation in the Age of COVID-19
What we can learn from an epidemiologist’s rise to social media stardom.
Going Digital: The Essential Guide to Getting Started in Telemedicine
For doctors who previously resisted technology, the adjustment can be daunting.
This Overlooked Fixed-Income Vehicle Pays High Yields
Is an Immediate Annuity for You?
Here some key questions to ask before buying.
Getting The Most from Medical Conferences
Since many in-person conferences have been canceled or modified to offer remote programming, it’s a time for doctors to revisit the rewards of attending professional conferences and to strategically plan how to get the most out of them.
Assessing Investing Impacts of the Great Decoupling
The shift will ultimately have a transformational impact on American investment markets, some American companies and various investment funds.
The Investing Herd Data Indicates Potential Opportunity Ahead
Thinking of Buying a Fixed Annuity?
With so many annuities available today, it’s important to choose the one that is right for you and your specific needs.
Can, and Should, You Keep Your Practice Open Through the Pandemic?
To some extent, the decision may be out of your hands. But what about the decisions that are still yours to make?
Physicians and Independent Medical Exams
If you are interested in adding IME exams to your work, there are a few steps you need to take. ​​​​​​​
Prepare for the Next Black Swan with a Lifeboat Drill
If you could see a black swan event coming far enough in advance, you’d have some time to make protective adjustments in your investment portfolio.