October 9th 2025
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.
October 7th 2025
A stagnant estate plan can leave physicians financially exposed and professionally stalled when career shifts, health events, or early exits disrupt the expected timeline.
October 6th 2025
Explore the benefits of diversifying your investment portfolio with international stocks to enhance returns and manage volatility effectively.
October 2nd 2025
Stock performance is broadening, creating more balanced equity opportunities for investors in a market fixated on huge tech companies.
September 30th 2025
Based on what you hear from retirees about RMDs, you would think that their grandchildren were being fed to sharks by sinister government agents
Income investments in a declining rate environment
Explore effective income investing strategies, including high-yield ETFs and alternative assets, to enhance retirement income amid declining interest rates.
How much income can you get from an indexed annuity? An annuities expert lays out the numbers
Here’s a detailed look at indexed annuities with an income rider and the factors that determine your future payout.
How to think about insurance
Why you may have more insurance than you need, especially if you are near the end of your career
How much income can you get from an annuity?
An annuities expert takes detailed look at income annuities and the factors that determine your payout now and in the future
Should I use a financial advisor or DIY my finances?
Discover essential tips for choosing a financial advisor and learn whether DIY investing or professional guidance suits your retirement planning needs.
Positioning for a broadening market while investing at the edge of tech
Investors should explore strategies for retirement planning by balancing big tech stocks with undervalued sectors, aiming for growth while managing risk.
Sticking with your money plan
Physician financial tips from the White Coat Investor.
Asset protection strategies for primary care physicians: Safeguarding your future
The possibility of a lawsuit or other liability damaging your practice and finances is very real.
The One Big Beautiful Bill and effect on estate and tax planning for physicians
Discover how the One Big Beautiful Bill transforms tax benefits for physicians, enhancing retirement planning and investment opportunities for wealth growth.
Planning for required distributions in retirement
Discover strategies to optimize retirement distributions, manage RMDs, and minimize tax burdens on your IRA for a financially secure retirement.
Rumors of U.S. market exceptionalism’s impending demise are greatly exaggerated
The U.S. market is still the best place to invest
How to understand the difference among potential buyers of your medical practice
Compare the potential strategic options for transactions with hospitals, private equity platforms and other health care companies
From residency to repayment: What new doctors need to know in 2025
Student loan repayment is evolving — new doctors need to make smart, strategic choices on forgiveness, IDR plans and refinancing this year.
How to build a financial plan that works for physicians, not just their advisers
Discover essential financial planning strategies tailored for physicians, focusing on tax efficiency, liquidity, and aligning goals for lasting wealth management.
Exit strategies for retiring physicians: Closing, selling or transitioning your practice
Transitioning your medical practice takes careful planning, communication and the right professional support.
An advantageous time for preferred stocks
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.
Where physician pay satisfaction is highest in the U.S.
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.
Achieving financial success: Mastering 5 money activities
Almost nobody is naturally good at all five of these lifetime money matters.
Preparing physicians for an equity transaction: strategies to maximize value and minimize risk
Right now is the best time for doctors to develop financial awareness that will be the foundation of long-term success.
Where physician pay satisfaction is lowest in the U.S.
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.
How to build a reasonable long-term investment portfolio
Creating a plan and sticking to it is the key to investment success
Avoid these 7 annuity mistakes
Various types of annuities offer advantages but choosing the right annuity for your situation is crucial
What you don’t know about annuities can hurt you
Lack of awareness leads many to overlook these potent financial tools
The only thing to fear about volatility is fear itself
Discover strategies for investing during a volatile market, focusing on long-term gains while avoiding common pitfalls and emotional trading mistakes.
Securing your future: Essential financial considerations for early career physicians
New physicians need to learn essential financial habits to manage student debt, budget wisely, and start retirement savings early for a secure future.
Share buybacks versus dividends: No contest which is better for investors
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.
Achieving financial success as a physician: Mastering 5 money activities
Almost nobody is naturally good at all five of the lifetime money activities
5 tax strategies to help physicians achieve financial independence
These tax-efficient strategies can help doctors make the most of the financial rewards they spent years working to achieve.
The Trump tariff induced stock market downturn: What investors should keep in mind
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.
Share buybacks versus dividends: No contest
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.