March 24th 2025
Income annuities help ensure a worry-free retirement and offer tax advantages.
March 19th 2025
Looking for a place to weather the economic storm? Read on
March 12th 2025
Rule of thumb on how much retirees can withdraw from their investment portfolio annually is just a rough starting point.
March 6th 2025
Exports are projected to grow tremendously long-term
February 26th 2025
The financial life of doctors evolves quickly. Here’s why you should protect your assets — and your family — if something should happen.
Selling a practice: The billing issues that can come up during a compliance review
What you need to know about selling a practice
Five tax strategies to help physicians achieve financial independence
These tax-efficient strategies can help doctors make the most of the financial rewards they spent years working to achieve.
Selling a practice: What role does the staff play in compliance before and during a sale?
Selling a practice: What is a compliance review and why is it important?
What you need to know before selling your practice
5 risk mitigation strategies for physician practice owners
How to safeguard the benefits of private practice amid unique, high-stakes challenges.
Not saving enough for retirement?
You’re not alone. Tips on how to put aside more and get tax advantages too.
Retirement planning: Are you ready?
A survey about how physicians save money for life after medicine.
Inflation up 0.4% in December, 2.9% for 2024
Economists expect Fed to pause rate cuts in the short term
Great expectations may need adjusting
What happens with future rate cuts will go a long way toward determining what happens in the stock market
Investing in crypto? Don’t gamble with money you can’t afford to lose
Cryptocurrency may be appropriate for some, but older Americans should put most of their money in “boring” assets like bonds, guaranteed annuities, bank CDs and perhaps dividend-paying stocks.
Like Jimmy Carter, you (or your spouse) might live to 100
Act now to ensure you won’t run out of money. Annuities can help.
3 cornerstones young physicians need for a solid financial foundation
Physicians are high earners, but their professional careers begin later than most, so early action can yield long-term financial security.
Your children or spouse might not be the best power of attorney — what you can do about it
Long term, stocks are far superior to bonds
The September rate cut signals the beginning of a cutting cycle that’s likely to bring down most interest rates in the U.S. economy.
5 financial moves EVERY new attending physician should make
3 cornerstones young physicians need for a strong financial foundation
5 things you may not know about annuities
They’re more varied, flexible and cost-effective than most think
In retirement, what’s more important – health or wealth?
Report highlights the interplay between health, wealth, and retirement satisfaction
Why this strong bull market may get even stronger
Remarkably, the bull market has kept running strong amid sustained high rates.
Should you handle your own retirement planning or work with a pro?
There are pros and cons to either approach
Retirement planning secrets for physicians
What you need to know to realize your financial dreams
Fixed indexed annuities can be great, but some agents make overly optimistic claims
The devil is in the details with these multifaceted products
Don't let volatility hurt your stock returns
Significant wealth from the stock market has been accumulated by people who don’t do anything most of the time.
5 key stock market themes to keep an eye on in 2024
What will the 2024 financial year hold for investors? Here are some predictions.
2024 shaping up as a time to reduce financial risk, especially for people in or nearing retirement
High rates on long-term savings vehicles, including fixed annuities, provide a timely opportunity.
Financial advice women physicians would give their younger selves
I asked other women physicians to share their financial mistakes and advice they would give their younger selves.
Roth IRA conversions: pros, cons and optimal strategies
Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.
Roth IRAs for physicians: 13 questions and answers
There are tools physicians can unlock to gain the financial benefits of a Roth IRA.