Retirement Planning

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.

High salaries don't guarantee satisfaction. These states, and D.C., rank lowest in how fairly physicians feel they are paid, according to new data from Marit Health.

Creating a plan and sticking to it is the key to investment success

Various types of annuities offer advantages but choosing the right annuity for your situation is crucial

Lack of awareness leads many to overlook these potent financial tools

Discover strategies for investing during a volatile market, focusing on long-term gains while avoiding common pitfalls and emotional trading mistakes.

New physicians need to learn essential financial habits to manage student debt, budget wisely, and start retirement savings early for a secure future.

Buybacks are often illogically equated with dividends — the direct distribution of profits to shareholders in cash on a periodic basis at the discretion of corporate boards.

Almost nobody is naturally good at all five of the lifetime money activities

These tax-efficient strategies can help doctors make the most of the financial rewards they spent years working to achieve.

Trump's tariff announcements led to a stock market meltdown with trillions of dollars of losses from retirement accounts — at least on paper. What now? Here's what investors should consider.

Buybacks are often illogically equated with dividends—the direct distribution of profits to shareholders in cash on a periodic basis at the discretion of corporate boards.

Income annuities help ensure a worry-free retirement and offer tax advantages.

Looking for a place to weather the economic storm? Read on

Rule of thumb on how much retirees can withdraw from their investment portfolio annually is just a rough starting point.

Exports are projected to grow tremendously long-term

What you need to know about selling your practice

What you need to know about selling a practice

What you need to know about selling your practice