Investing

A beneficiary, other than a spouse, can face a big tax bill when inheriting an annuity. Choosing annuitization or the "stretch" option lets you soften the blow by extending tax deferral.

Selecting a financial advisor is a lot like choosing a physician.

Multi-year guarantee annuities can outperform bonds and bank CDs — but know how they work before you buy.

Beyond AI darlings, the unsung materials sector is quietly outpacing the S&P 500 — and physicians may want to take notice

Product offers ample income plus a lifetime guarantee — serving as longevity insurance

Hyper-scalers are spending hundreds of billions on construction, wiring, and HVAC — and industrials investors are capturing those gains while the market focuses on tech

The new 530A accounts are traditional IRAs that are custodianed by an adult but owned by a minor. These accounts will be available for contributions in July 2026, though custodians may submit account opening information now.

Strike the right balance between liquid and higher-yielding, less-liquid accounts.

Federal borrowing caps, the end of SAVE and a new income-driven repayment plan begin reshaping the federal student loan system this summer.

There are many types of insurance. Which ones are right for you?

Panacea Financial's 2026 survey reveals that debt, contract confusion and tax complexity are keeping physicians financially stuck at every stage of their career.

Bonds may not be the best choice when it comes to a conservative investment plan

Don't let lifestyle creep derail your retirement plan

Create your own private pension with either of these types of income annuities

Here’s a high-income retirement savings tool most independent physicians don’t know they’re missing.

Overall, they are, but different types offer different levels of potential risk. How to choose wisely.

Annuities can sometimes sound too good to be true. Often, they are.

Avoiding damage from volatility is really an exercise in investors’ overcoming their own worst enemy: themselves.

Consider retirement income you’ll need, taxes, asset allocation and alternatives to generate safe income. Avoid portfolio “death spiral.”

Probably not — but it depends on your circumstances and which kind of annuity

Taking them later results in higher future income but can create an income gap. If you want to retire early, annuities offer a way to boost income until your benefits begin.

Learn about all annuities, decide if any might be right for you and then home in on which type or types would be optimal for your needs.

Getting off to a strong investment start can pay huge dividends later

As AI spending concerns cool investor enthusiasm for mega-cap tech, money is flowing into industrial companies that build, power and connect America's expanding electrical grid — from copper miners to nuclear energy firms.

Doctors are often lured into real estate investments without understanding the numbers behind the deal.