June 30th 2025
A discussion with Plante Moran’s Tammy Schaeffer about why value-based care hasn’t been adopted more quickly
June 27th 2025
How finding the root cause of allergy symptoms can ease burdens on patients, clinicians and the health care system at large.
June 25th 2025
Compare the potential strategic options for transactions with hospitals, private equity platforms and other health care companies
Innovative payment models — like pay-first and direct primary care — enhance financial stability and patient engagement for independent practices.
June 23rd 2025
Pledge to streamline the process comes amid growing public and government pressure, but the previous industry promises in 2018 accomplished little.
Study: Primary care/specialty pay gap is $2.7M over lifetime
Choosing primary care over a specialty career costs physicians an estimated $2.7 million in potential lifetime earnings and wealth, according to an analysis.
Q&A: Lease continues even after death
An estate is liable under a lease.
Q&A: Plan ahead to pay for Roth IRA conversion
If individuals convert their Roth IRAs in 2010 and opt to recognize the income in 2010, then they may wish to be careful to pay 110 percent of their 2009 tax liability over the course of 2010 through withholding or estimated payments.
Q&A: Roth IRA changes possible
It is possible for Congress to pass legislation taking away an anticipated benefit such as income-tax-free treatment of Roth IRAs.
Q&A: Assets protected with 401(K)
If risk of lawsuits is significant and if you have a large balance, you may be better off leaving your money in a 401(K) plan as long as it covers employees.
Q&A: Time to rebalance
You should review your portfolio balance once a year.
Q&A: Tax preparation
Consider certain variables when deciding whether to prepare your own taxes or to have it done.
Q&A: Excessive contributions
An IRS rule limits how much highly compensated employees contribute to qualified retirement plans relative to non-highly compensated employees.
Q&A: Disability policy changes
Disability companies are competing for your business again.
How should we respond to fears of inflation?
Fear of inflation is one of the leading topics among clients currently.
Q&A: Renting versus owning a place to live
Whether you should rent or buy a place to live while you're a resident or on short-term assignment depends on the length of the position and whether you have long-term plans to stay in the area when it's finished.
Q&A: Life insurance during fellowship
Most people should consider purchasing term insurance.
Q&A: Options for education loan consolidation
If a borrower consolidated his or her school loans while still in school, then the borrower is eligible to reconsolidate those loans with loans that were obtained after the original consolidation.
Q&A: Retirement planning after medical school
If the retirement plan offers an employment match in which you will be vested when you finish your residency, you may want to consider contributing.
Learn about investment opportunities during residency
Paying off student loans is addressed
Is a second home cause for bliss or stress?
Owning a second home is a common goal for many families.
Discover a recommended book for beginning investors
Book on managing money is addressed
Learn about closed end funds
Investment options are addressed
Determine how to address estate planning
Estate planning are addressed
Survey: Financial woes bad for health
Nearly 90 percent of Americans agree that financial stress can negatively affect one's health, according to a Harris Interactive study.
How to figure out whether it's better to invest in Roth 403(b) or standard 403(b)
403(b)s are addressed
Questions helpful in IRA asset conversion decision
Several factors will determine whether converting traditional IRA assets to Roth IRA assets is the right decision for you.
Maximizing charitable contributions
One of the most significant deductions available to a taxpayer is for charitable contributions.
Learn whether to pay off medical student debt before investing in retirement plans
Loan payoffs are addressed
Learn whether it's possible to make payments on federal loans
Deferred loans are addressed
Determine how much you've damaged your credit with late payments
Late payments are addressed
Discern whether a bypass trust is wise
Bypass trusts are addressed
How to remove an item from a credit report
Credit report blemish is addressed
Most Americans blame Congress for money woes
About 72 percent of Americans assign some blame to Congress for their own financial woes.
2010 tax guide: Strategies to lower your taxes and help you keep more money
Recent and anticipated tax law changes provide new opportunities to avoid overpaying taxes.