David Robinson, a Certified Financial Planner, is founder/CEO of 

, an SEC-registered firm in Phoenix that provides fiduciary services to help clients achieve their financial goals. His practice focuses on helping wealthy individuals with custom financial plans, and using a holistic approach to grow/protect wealth, manage taxes, identify insurance solutions, prepare for retirement and manage estate plans.

Articles

Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.

Roth IRA conversions: pros, cons and optimal strategies 

Tips for physicians to reduce their tax bill.

When taxes are too high: Are you maxing out your retirement contributions?

Avoid these pitfalls when selling your medical practice.

Selling your medical practice? Avoid these 4 mistakes

What physicians with student loans need to know about these changes.

Closer to student loan forgiveness? Major changes announced

What you need to do when you invite a new partner — or become a new partner — in a medical practice.

Physician buy-in agreements: What you need to do when becoming a practice owner

Use this tax deferral method to front-load depreciation deductions

Understanding cost segregation as a tax strategy

What physicians need to know about donor-advised funds

Five benefits you can receive from donor-advised funds

After Biden's executive order, is it buy, sell, or hold?

What to do about bitcoin

Fixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans.

New IRS Rule Lets Early Retirees Take More Money from Plans 

Richard Payerchin is associate editor of Medical Economics.

Videos

Michael Joyce, president of financial consultant Agili, discusses an average retirement age for doctors.

Is there an ideal retirement age for physicians?

Physician’s Money Digest is the best source for practical, forward-looking and insightful content to help physicians meet their financial goals.

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