Retirement Planning

To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income. Annuities can help do that.

A stagnant estate plan can leave physicians financially exposed and professionally stalled when career shifts, health events, or early exits disrupt the expected timeline.

Explore the benefits of diversifying your investment portfolio with international stocks to enhance returns and manage volatility effectively.

Stock performance is broadening, creating more balanced equity opportunities for investors in a market fixated on huge tech companies.

Based on what you hear from retirees about RMDs, you would think that their grandchildren were being fed to sharks by sinister government agents

Explore effective income investing strategies, including high-yield ETFs and alternative assets, to enhance retirement income amid declining interest rates.

Here’s a detailed look at indexed annuities with an income rider and the factors that determine your future payout.

Why you may have more insurance than you need, especially if you are near the end of your career

An annuities expert takes detailed look at income annuities and the factors that determine your payout now and in the future

Discover essential tips for choosing a financial advisor and learn whether DIY investing or professional guidance suits your retirement planning needs.

Investors should explore strategies for retirement planning by balancing big tech stocks with undervalued sectors, aiming for growth while managing risk.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.

Physician financial tips from the White Coat Investor.

The possibility of a lawsuit or other liability damaging your practice and finances is very real.

Discover how the One Big Beautiful Bill transforms tax benefits for physicians, enhancing retirement planning and investment opportunities for wealth growth.

Discover strategies to optimize retirement distributions, manage RMDs, and minimize tax burdens on your IRA for a financially secure retirement.

The U.S. market is still the best place to invest

Compare the potential strategic options for transactions with hospitals, private equity platforms and other health care companies

Student loan repayment is evolving — new doctors need to make smart, strategic choices on forgiveness, IDR plans and refinancing this year.

Discover essential financial planning strategies tailored for physicians, focusing on tax efficiency, liquidity, and aligning goals for lasting wealth management.

Transitioning your medical practice takes careful planning, communication and the right professional support.

Like common stocks, preferred stocks represent minute slices of company ownership, as they’re a form of equity. But like bonds, they’re a fixed-income security that pays yield, in the form of dividends.

Physician satisfaction isn't just about earning more — it's about feeling fairly paid. These 10 states lead the nation in how satisfied doctors are with their compensation, according to new Marit Health data.

Almost nobody is naturally good at all five of these lifetime money matters.

Right now is the best time for doctors to develop financial awareness that will be the foundation of long-term success.