Brian Bourke, MBA


ICD-10 Transition Advice: Do Not Panic!

Health care is going to have a difficult year in 2014 because of ICD-10. But now is not the time to panic. Now is the time to hunker down and make sure your organization is running at optimal levels.

Kent Kramer, CFP


Investing in the Face of Earnings Potential Uncertainty

With physicians' incomes stagnant or falling, investment decisions are more important than ever.

Kelly Henning, CFP


Planning for Retirement? Here's Your 10-Year Timeline

The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.

Robert M. Pick, DDS, MS, FACD, FICD


Goal Achievement for Your Practice

One of the cornerstones of maximum success is to think big to achieve your goals.

Janis Peiser


4 Proven Marketing Tips for Doctors

Seismic shifts in the medical industry have made marketing ever important for medical practices, especially with the proliferation of social media and other online advertising tools.

Marc H. Lion CPA, CFP


Establishing Staff Accountability

The warning signs of office deficiencies leading to profit leaks are numerous and common. Eight employees texting just 15 minutes a day can add up to profit loss of $9,000.

By Trey Smith, CFP®


3 Personal Asset Protection Tools for Physicians

Some physicians make the mistake of assuming that by setting up a corporation, they are adequately shielding their personal assets from claims. Yet, as claims sometimes “pierce the corporate veil” to seize personal assets, as lawyers say, this tends to be fallacious logic.

Robert Kaufer, JD


Common Provisions of Physician Employment Contracts

Although, physicians are by no means expected to be experts at reviewing employment contracts, they should be able to review and understand the common terms and provisions on their own.

Melissa Pitchford, CPA


Tax Planning Is More Complicated, and Necessary, Then Ever

Medical practices are looking for ways remain profitable in these uncertain times. Tax planning now can be a critical tool to help physicians weather the storm and meet their financial goals. Here are some things to consider.

Brian J. Bourke, MBA


Navigating the Affordable Care Act Minefields

If you're able to predict the activity of Congress and the decision-making logic of the Supreme Court then you're probably in good shape for developing a strategy to prepare for the Affordable Care Act. In the absence of such knowledge, you may at the least want to focus on the following:

Amit Patel, MD


App Contains Evidence-based Preventative Health Advice for Patients

Targeted primarily towards non-health care professionals, the My Health Checklist 2012 App provides information on preventive health and health maintenance.

Julie Saltzman,


Trading Nuggets

Even though investors often try to reinvent the wheel, many of the most successful traders today have patterned their trading styles after those of the great traders of the past.

Carole Foos, CPA


Valuable Planning Tools You Haven't Heard Of

Most physicians only utilize traditional qualified plans, which are restrictive and burdensome, while completely ignoring the more flexible fringe benefit plans.

FCE Group


Life Insurance Policies That Don't Make Sense: Three Examples

Life insurance is a necessary risk management tool, but insurance against any risk should be purchased only where a rational cost-benefit analysis can be conducted.

Kim Renners, CPA (inactive), MBA


Investment Strategy Needs to Factor Inflation ... and Deflation

Both inflation and deflation are serious potential risks to your investment portfolio. Nonetheless, few physicians adequately understand these risks and properly hedge against them. For a variety of reasons, these risks may become even more pronounced.

Mark Skousen, Ph.D.


Don't Believe the Bears

If there is one lesson investors learn, it should be to avoid being bearish for too long. Otherwise, you miss out on some incredible investment runs on Wall Street.

Tony D’Altorio


What's Behind Big Pharma's Record Drug Shortages

The American Society of Health System Pharmacists recently reported a record number of drugs are in short supply. What is behind widespread drug shortages, and what can be done to remedy this critical problem?

Ronald D. Finkelstein, CPA/ABV


Key Strategies for Successful Physician Participation - Part II

Physicians perceive health reform as negative and not representative of their best interest, so it won't be easy to convince them that an ACO model will work best.

David Walters


Buying New Car Beats Leasing, With One Big Exception

Buying a new car and financing the purchase beats leasing – unless you plan to trade in your car after a few years. The longer you own your car, the more you’ll save buying versus leasing.

The Burrill Report


Study Finds Potential Risk in EHR Adoption

Doctors' offices that adopt electronic health record systems but don't make additional changes in their practices to cut costs stand to lose money, according to a new study.

Tim Decker, PPC, AIF


Does Your Financial Advisor Actually Work for You?

Physicians must undergo intense scrutiny to qualify to practice medicine. Doesn't it make sense for financial advisors to undergo similar scrutiny to figure out where their true interests lie? Here's how to do it.

Carol Crews, CMPE


Are You Prepared to Implement HIPAA Mega Rule Requirements?

Health care providers have until Sept. 23 to implement the changes put forth by the new HIPAA Omnibus Rule. Do you know how the new rules could affect your business?

Elizabeth Lee Vliet, MD


The Employer Mandate Delay: A Path to Single-Payer

The employer mandate delay will hurry the transition time away from employer-based health insurance to a single-payer system. If employers don't offer insurance, millions will have to use the insurance exchanges.

Sean Brodrick


Catch the Golden Goose

Gold got goosed 2 weeks in a row. Last week, it shot up $39 an ounce. That came on the heels of a $24 move the previous week. Could gold go higher from here?

Abigail M. Rosen


What the 2013 Medicare Surtax Means for You

Now that the Supreme Court has upheld the Patient Protection and Affordable Care Act passed by Congress in 2010, it's time to look at some of its provisions, specifically a Medicare surtax that will be levied on certain "higher-income" Americans.

Setu Mazumdar, MD, CFP®


Avoid These 5 Costly 401k Rollover Mistakes

Hypothetically, you just got a new job and you’re wondering what to do with your 401k. Do you leave it where it is, or roll it over to your new employer? There are pros and cons for each, this expert says. The key is avoiding these five common mistakes that can prove costly.

Alice Ross


Volatility Tests the Nerve of the Dollar Bulls

Dollar bulls have hit a rocky patch. Buying the US currency has been the favored trade of currency investors since last year's taper tantrum, when the Federal Reserve said it would ease its bond-buying scheme as the economy showed signs of improvement.

David Bartosiak,


3 Traps to Avoid in this Market

Like the old Atari game "Pitfall," this market is full of traps that investors can easily fall into. With the S&P 500 and Dow Jones Industrial Average at all-time highs, the sleepy crawl upwards can lure investors into traps.

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