Retirement and Investing

A financial advisor breaks down what clients need to bring to the relationship, from full disclosure to setting clear communication expectations.

The gap between what reactive versus proactive tax management can deliver isn't theoretical, it's measurable.

A malpractice claim costs more than just money.

Don't increase your lifestyle spending with every raise.

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.

A simple gap between income and savings can reveal the true retirement number, and it's usually bigger than families expect.

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

Where you set up shop can quietly cost you thousands. These are the states that take the biggest share of residents' income in state and local taxes.

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.

Should you handle your own retirement planning or leave it to the professionals?

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.