Seth Swenson, MBA

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

Prepare now to minimize this year's tax bill.

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.

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