Roccy DeFrancesco, JD, CWPP, CAPP, CMP

It is a good idea to understand investing concepts like Beta so that you can have a more informed discussion with whomever you choose to receive investment/retirement planning advice from.

A type of disability cover that every doctor who earns $250,000 or more a year should have because it will take care of them after they turn 65.

Those who have been on the fence about buying long-term care insurance should be aware that substantial price increases are just over the horizon.

People invest significant amounts of money into mutual funds every year. Consumers can find out how much it costs to invest in mutual funds by using a very simple online calculator.

Mortgage acceleration plans are just gaining popularity in the U.S., but that also means that some companies have rolled out versions of this plan that are NOT consumer friendly.

An IRS summons just went out to an attorney fashioned as an expert in Captive Insurance Companies. Although it's not clear what the summons is for, physicians and advisors should be aware.

Even though the IRS has taken action several times to kill 419 plans, you should beware that they are still being promoted.

It seems that most advice is about accumulating the most amount of wealth possible for retirement. But is that the best model?