Authors


Michael S. Berry, ChFC

Latest:

Leverage Your Assets to Increase Your Earnings

Leverage is a method by which you can do more with less. Less effort. Less money. Less time. If you are looking for a shortcut to financial success, leverage is the closest thing to it.


Kelly Holman

Latest:

Study: Women Physicians Focused on Retirement Planning

A new survey finds a majority of women are meeting their retirement planning goals, yet 75% say they don't feel fully confident about their financial acumen.


Nate Brogan

Latest:

How to Communicate Clearly with Patients About Healthcare Costs

Patients are often frustrated with not only how much they have to pay their medical bills, but how they have to pay them. Make sure you properly communicate with patients what they are expected to do and how you can help them.


Suchi Agarwal, Zacks.com

Latest:

3 Fallen Angels to Boost Your Portfolio Returns

While the Federal Reserve's modest growth estimates for the US economy along with assurance of at least one interest rate hike this year is keeping the market sentiments optimistic despite the odds, adding these fundamentally strong fallen angels in your portfolio might prove to be a good bargain.


Rachel Lutz

Latest:

Doctors, Patients Differ on End-of-Life Care Preferences

Patients and caregivers prefer thinking in terms of quality of life over quantity of life, though their physicians may not be on the same page.


Douglas B. Gordon CPA

Latest:

Beware of This Telephone Tax Scam

Telephone scammers claiming to be with the IRS are quite sophisticated, but there are ways to recognize them from the real thing.


Stephanie E. Chiuve, ScD1

Latest:

Healthy lifestyle factors and prevention of coronary heart disease

We showed that coronary heart disease (CHD) in a population of male health professionals could be prevented by the following healthy lifestyle, defined as not smoking, maintaining a healthy body weight, exercising daily, adhering to a healthy diet, and moderate alcohol intake. We also found that a healthy lifestyle was associated with a lower risk of CHD even among men taking lipid-lowering or antihypertensive medications.


Mitchell Katz

Latest:

Exotic and Vintage Car Leasing: Myths, Lies and Misconceptions

For far too long, leasing has been discounted as a viable financing alternative, largely because of misinformation.


Brett Ellen

Latest:

Expanding Employee Offerings Can Benefit Small Practices

Not only can small practices afford to provide employee benefits beyond the basics, many can’t afford not to. Instituting expanded company benefits can result in substantial cost and tax savings for physicians over paying for them as individuals.


H. William Wolfson, DC, FICC, MS, MPAS, CFP

Latest:

A Reverse Mortgage May Be Something to Consider

With life expectancies increasing and quality of life improving, reverse mortgages are something to be considered for those who can benefit from its use, but only after thoroughly understanding the ramifications of becoming a borrower.


Carolina, Oyster.com

Latest:

6 Affordable, Low-Key Hotels for Beach Bums

For many, the dream beach vacation involves snoozing on a quiet stretch of sand in some exotic (read: expensive) locale. But the truth is there's no need to break the piggy bank to have a fabulous oceanfront getaway.


Robert J. Mintz, JD, LL.M.

Latest:

Two Asset Protection Strategies for a Secure Retirement

The best asset protection plans are those designed to solve a specific problem. These 2 strategies offer examples of asset protection solutions for people working to build up their savings while working and people relying on their savings to cover living expenses.


Michael R. Relvas, CFP

Latest:

4 Critical Steps in Purchasing Resident Disability Insurance

A medical resident's most valuable financial asset is his future earnings ability, which is at serious risk of loss due to a personal disability.


Drew Stevens, PhD

Latest:

Use Simple Tools and Statistics to Track Income and Expenses

Success is a journey. Having the proper accounting methods established early on in your career will make the journey more enjoyable, although never without challenges.


Robert J. DiQuollo

Latest:

Who's the 'Alpha Finance Person' in Your Family?

Letting your spouse handle all financial matters and leaving yourself in the dark is a dangerous gamble. If a crisis arises, you'll be terribly handicapped by your inability to grasp your financial situation.


Jane Hurst

Latest:

9 Easy Ways to Relieve Stress and Anxiety

Being a physician can often be stressful, here's 9 ways to help relieve that stress and any subsequent anxiety.


Bob Liggero

Latest:

Moving Toward a No-Debt Lifestyle: 7 Steps to Consider

Any financial planning process begins with necessary changes in financial behavior - it's all about adopting good habits and abandoning bad ones. The first: start with nickels and dimes.


David Fessler

Latest:

Today's No-Brainer Energy Investment

Recently, the International Energy Agency (IEA) published a report on total global investments in one specific form of "energy" in 2012. It pegged investment in this form of energy at between $310 billion and $360 billion. What is it? The answer might surprise you.


Jill Schwieters

Latest:

Healthcare Recruiting in a Challenging Market

The biggest healthcare-recruiting challenge is finding, screening and qualifying the best candidates in a sea of applicants, and then attracting the right people. Some steps to take your recruiting approach to the next level.


Deborah Helton, CPA

Latest:

New Policy Impacting Practice Investment Decisions

Purchasing a medical building or equipment, such as an MRI machine, can be a savvy investment move for physicians seeking to build their personal wealth portfolio.


Greg Stoller

Latest:

Negotiating Indemnification Provision in Practice Purchases

An indemnification provision is generally common in a purchase agreement of a practice; and buyers and sellers have very different perspectives.


Dr Mark Lavercombe

Latest:

Identifying and Living By Our "Why?"

Is "Why?" the critical career question that you never ask?


Paul Jacobs

Latest:

If You Invest in Lyft or Uber, You Might be Taken for a Ride

Lyft and Uber are sweeping the country with their popular and easy to use ride share services. However, don't get lost in how much you like them as a consumer before you make an investing decision concerning either of these companies.


Phillip Stutts

Latest:

Misunderstanding Obama's Race Problem

Kansas Governor Kathleen Sebelius finally said what seems to be the unspoken elephant in the presidential campaign - that Barack Obama's race will be a factor for some voters on Election Day.


Laurie Samay

Latest:

State Tax Authorities Increase Scrutiny on People Claiming New Domicile

Suppose you own 2 houses: one in a state with an income tax and another in an income-tax-free state, such as Florida or Nevada, where you spend an increasing amount of time. You're ready to assert you primarily reside in the tax-free state. Goodbye, big tax bill?


Jane M. Orient, MD

Latest:

Why I Will Not Take Medicare Money

Russ had been the low bidder on a government job which he finished satisfactorily, on time, for the agreed-upon price. Things went unusually well, so he made more profit than expected. The government decided that he had made too much, and not only demanded a refund but also decided to audit all his private contracts.


Anthony D. Criscuolo, CFP

Latest:

Is It Time to Have a Family Money Meeting?

People often find it harder to talk about money than politics, death, or religion; to get family money issues out in the open. You don’t necessarily have to be in the “1%†to benefit from having one or more family meetings.


Scott Howell, MD

Latest:

Prospective Health Assessments Give Providers Actionable Insights into Individual Member Health Status

In today’s environment, the need for comprehensive, accurate patient data to monitor and manage chronic conditions is critical for effective population health management.


Grace Carter

Latest:

How to Write an Effective Physician Resume

A physician’s resume can be a tricky thing to write. Follow this guide to ensure you write an effective resume that encompasses all of your skills and experience to land your next job.


Kurt Ullman

Latest:

Practice Benchmark Report Shows Reason for Hope

Operating margins for community oncology practices are decreasing, although the trend seems to be slowing, buying some time for practices to adjust their business models and perhaps survive.