Strategize future finances with Healio’s Residency to Retirement
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The Residency to Retirement resource center offers insightful and innovative strategies to help physicians reduce taxes, protect assets, invest wisely and build wealth during all phases of their careers.
What is new in 2023 for tax and asset protection planning
This article provides a high-level update on new developments in tax and asset protection planning for 2023. Read more.
Recent malpractice verdict highlights importance of asset protection planning
Among the various types of liability that physicians may face, including employee claims, HIPAA violations, cyber liability and slip-and-fall injuries, medical malpractice may be the most impactful. Read more.
Practice’s retirement can create liability: Four common pitfalls to avoid
This article identifies the most common potential liability traps in medical practice qualified retirement plans and offers potential tactics for avoiding them. Read more.
Malpractice insurance is a physician’s first line of defense
Concerns about potential malpractice liability are top of mind for many physicians of all specialties. This is not surprising given recent verdicts in medical malpractice actions that have awarded millions of dollars in damages to plaintiffs. Read more.
How behavioral finance impacts physicians’ decision-making
Investing in the financial markets is a complex endeavor influenced not only by economic factors and market dynamics but also by human behavior. Read more.
Where loans can be accessed with interest rates lower than 1%
With the rapid rise of interest rates in the last year, many physicians might be interested and surprised to learn where extremely low rates still exist. Read more.
When evaluating financial advisors, understand how they make money
Today’s economic environment and market volatility have caused many do-it-yourself investors to reconsider working with professional financial advisors. Those who work with advisors also may be evaluating their advisor and investigating alternatives. Read more.
Do not outlive your money: What inflation rate to use for your retirement projections
Most investors, when considering their financial future, have a common number one concern – that they will not have saved enough to sustain them in retirement. In other words, they fear that they will outlive their money. Read more.
Get adequately paid for your cash
Recent interactions with clients have led us to the conclusion many savers are likely underpaid in their savings accounts. In many cases, banking clients find their interest rate is more than 3% below current market rates. Read more.