9 Reasons Physicians Underperform without an Advisor
These traits are common behavioral characteristics that work against your investment returns, usually because you are too emotionally involved in the decision-making process.
Retirement Considerations as a Hospital Employee
One of the significant downsides of being an employee of a large institution is that you have virtually no control of the tax-saving retirement plans, benefit plans, fringe benefit plans or other write-offs.
In Your Best Interest or Your Advisor's? Part II
Gain a greater understanding of any potential factors that may influence your advisor's financial recommendations by asking the right questions.
In Your Best Interest or Your Advisor's? Part I
Two questions that will help investors gain a better understanding of any factors that may influence your advisor's financial recommendations.
Protect Against Losing Assets in a Divorce
While the loss of assets to a soon-to-be-ex can never be avoided, some of the financial pain of a split can be minimized - with proper advance planning.
Is Your Wealth Plan Built for Flexibility? Part II
Part two of a short series on how to factor flexibility into your financial plan in order to protect it from various elements that could affect you.
Is Your Wealth Plan Built for Flexibility? Part I
When most physicians build their financial plans (or "wealth plans"), too often they have ignored the most important factor in a sophisticated long-term plan: flexibility.
Doctors Betrayed by Traditional Financial Strategies: Part Two
Tax, investment and insurance mistakes doctors make when following advice that is designed for tens of millions of average Americans, and how to avoid these pitfalls.
Doctors Betrayed by Traditional Financial Strategies: Part One
Since most firms tailor their strategies for "average" Americans, physicians should know that financial and legal advice they get from print and online media, and from large national firms is most likely not appropriate for them.
Asset Protection: A Matter of Degree
Physicians have a lot of misconceptions about how to protect their assets from a lawsuit. There are a few degrees of protection that you can put in place.
Offshore Asset Protection
What to do (and what to avoid) in international planning, and the specific tools top attorneys use in their international planning to avoid pitfalls.
Number 1 Financial Mistake for Physicians
Just like a physician would recommend a patient see a specialist, a team should be in charge of a physician's finances to make sure he or she is getting the best advice.
Biggest Mistakes Physicians Make in Choosing a Financial Advisor
Physicians receive no training in how to evaluate financial advisors, whose guidance often becomes the backbone of their future success -- or failure. Here are two fatal flaws physicians typically make when choosing an advisor.
Four Tax Tips for Your Portfolio and Your Practice
Between income, capital gains, Medicare, self-employment and other taxes, physicians spend up to 50 percent of their working hours laboring for the IRS and the state. Here are four tax-savings strategies that may help ease the burden.
How to Sell Your Medical Practice for Millions
If you're just waiting for someone to buy you out at retirement, you will get virtually nothing for your practice. A real buyout plan requires 10, 20, or even 30 years worth of group contributions.
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