Physician's Money Digest

As a result of changes from the SECURE Act, for the tax benefit of the entire family, parents with highly appreciated retirement accounts may want to re-think bequests.

How to boost yields without paying surrender penalties.

As a result, parents with highly appreciated retirement accounts may want to rethink bequests.

An explainer on the many changes coming to student loans, and what physicians need to know.

What are ‘COVID dollars’ and why are the important for valuation and sale price of a healthcare business?

Stock market turbulence may increase in the coming weeks. Yet investors shouldn’t be looking around for parachutes marked “sell.”

A bond ladder is a strategy that involves buying bonds of varying, sequential maturities, enabling investors to rotate into higher-yielding bonds as rates rise, adding rungs to the ladder.

The president’s student loan initiative only covers a portion of the average debt of medical school, but the Association of American Medical Colleges says it still does some good.

Positioning your portfolio for price stability and growth

Earning ancillary income as an expert witness in malpractice and other cases can be a rewarding gig for practicing physicians.

The sweeping legislation contains tax code reform, health care provisions and climate change action. What does it mean for physicians?

One of the biggest benefits of the direct care model is its economic simplicity.

There is a difference between investing during a recession and investing in anticipation of a recession.

The right strategy can help protect your wealth and keep you on track for retirement

Often, private practice physicians make drastic mistakes when selling their medical practice and lose thousands of dollars in the process. All their hard work and long-term investment goes down the drain.

Find the right time to retire is a challenge you can prepare for.

Looking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either standalone or in sequence.

Don't let rising inflation wreck your portfolio

With the return of inflation, continuing COVID-19 shocks and geopolitical instability, many investors have girded themselves for volatility. Fortunately, you can help to protect your assets from sudden, unpredictable moves in the markets and the economy.

Results of the 93rd annual Medical Economics physician survey are live.

Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect fit.

The stock market has been volatile lately. Should this change your investment strategy?

For a physician, a partner buy-in agreement is an admission to the ownership and management of the practice as well as a landmark in a medical career.

The right investment strategy can help protect your wealth from rising inflation and keep you on track for retirement

Is your marketing plan working for you?

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

Tips for physicians to reduce their tax bill.

Avoid these pitfalls when selling your medical practice.

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