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.
Determine legality of paying teenagers with Roth IRAs
Payment for work with Roth IRAs is addressed
Doctors unhappy with nest eggs, retiring later
The Great Recession is keeping doctors on the job longer, and they're not happy about it.
Start process of tax planning for 2010 now
This year may be active in terms of changes to the tax code.
Learn whether to establish an irrevocable life insurance trust
Life insurance trusts are addressed
Understand the ins and outs of universal life insurance
How to know whether universal life insurance is necessary is addressed
Tax refunds can be cashed in for U.S. savings bonds
Beginning with the 2009 tax return, tax refunds can be used to purchase Series I U.S. savings bonds just by completing the appropriate sections of the tax return.
Q&A: Is capitation the right call?
Get your questions answered on managed care capitated plans when planning for retirement.
Q&A: When to accept a capitation offer
Get your questions answered on whether to accept managed care capitated contracts.
Learn how to supplement your retirement plan
Retirement plan supplementation is addressed
Q&A: Just how much money do you need to retire?
How to know whether to retire is addressed
Q&A: How to pay down debt
Paying off student loan debt is addressed
Q&A: Protecting your assets
Asset protection is addressed
Q&A: Protecting against identity theft
Identity theft is addressed
Quality investment help can be a bargain
Know what you're looking for when seeking a personal financial adviser.
How to focus more attention on profits in tight economy
More practices are streamlining billing and collection programs, as a result of the recession.
Q&A: Claiming economic hardship now harder
A discussion of economic hardship to defer loans is addressed
Considerations when buying a practice
IRA conversion, practice buying considerations are addressed
When does converting an IRA make sense?
Tax obligations while training overseas
Disability insurance, disability policy cost and tax obligations while training overseas are all addressed
Disability policy cost for women versus men
Viewpoint: Tracking Fed's impact on inflation
Government's fiscal policy can positively and negatively impact economy.
Long-term care policy can affect assets
Long-term care insurance can enable residents to protect personal assets if enrolled in Medicaid
Buying disability insurance before graduating
Roth IRAs: Get ready for 2010
Starting Jan. 1, 2010, you will have a new opportunity to accumulate wealth in a tax-free piggy bank.
Q&A: Protecting your investment portfolio and assets
Investors should consider obtaining a qualified second opinion when concerned about "bleeding" of portfolio values due to market losses.
Q&A: Too many credit accounts; social security after a divorce; splitting the homebuyer tax credit; tracking 'basis' on stock purchases; claiming a spouse's capital losses
Too much available credit can hurt your credit score.
Roth conversion: Is it the right strategy for you?
Deciding on a traditional versus Roth IRA calls into consideration several factors, including tax rates.
Making changes to long-term care policies
Are there any types of policies that allow me to change my policy benefits in the future?
Get your retirement plans back on track
The decision about when to retire varies considerably from physician to physician and hinges on numerous factors, from age, health, and lifestyle to available assets, debt, and responsibilities.
What's an indemnity benefit?
Some of the long-term care insurance policies I am researching allow for an indemnity benefit. Can you explain what that means and what advantages it may provide?