Seth Swenson, MBA

Articles

Physicians who want to adequately fund their retirement must consider a cash balance plan.

A shot of adrenaline for your retirement savings

Prepare now to minimize this year's tax bill.

Understand, prepare for 2018 tax changes 

When it comes to investments such as mutual funds and exchange traded funds (ETFs), most people bury their heads in the sand and cringe at the thought of figuring out how to reduce their investment’s annual expenses. 

Refinance your investment portfolio

Most physicians in America know all about medical malpractice risks, but many are unaware of another type of liability exposure: retirement plan malpractice.