The Importance of Beta on Your Investing
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.
An Additional $40,000 a Year in Disability Coverage
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.
Asset Protection with a Deadline: Long-Term Care
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.
The "Coolest" Calculator: Determine Actual Mutual Fund Fees
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 to AVOID
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.
Urgent Alert: IRS Sends Summons to CIC Expert
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.
Beware of 419 Plans with Life Insurance Being Promoted
Even though the IRS has taken action several times to kill 419 plans, you should beware that they are still being promoted.
Accumulation vs. Guaranteed Income
It seems that most advice is about accumulating the most amount of wealth possible for retirement. But is that the best model?
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