Physician financial planning checklist

The new year is off to a busy start, but there is still plenty of time to set your financial goals for 2022. Keeping track of your financial goals and checking in throughout the year will build up your successes month by month.

Syed Nishat, BFA, is a partner at Wall Street Alliance Group. He holds a bachelor’s degree in business administration from University of Nevada Reno. Syed holds the FINRA Series 7, FINRA Series 63 and FINRA Series 66 licenses, along with licenses for life, disability and long-term care insurance. He also has been awarded the Behavioral Financial Advisor (BFA) designation.

Securities are offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Wall Street Alliance Group and Securities America are separate companies. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

Source: AMA Policy Research Perspective, Medical Liability Claim Frequency: A 2007-2008 Snapshot of Physicians" AMA 2010.