Author | Seth Swenson, MBA


A shot of adrenaline for your retirement savings

January 23, 2019


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

Understand, prepare for 2018 tax changes

May 02, 2018


Prepare now to minimize this year's tax bill.

Refinance your investment portfolio

June 25, 2017


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.

Are you liable for retirement plan malpractice?

March 10, 2017


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