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Financial Management

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March 14, 2025
3 min read
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Consider bonds for fixed income, diversification

Consider bonds for fixed income, diversification

Investing in bonds may seem boring and not sexy like buying individual stocks, but bonds help provide diversification and stability to one’s portfolio.

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March 07, 2025
5 min read
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Focus on the business side of your practice with these six questions

Focus on the business side of your practice with these six questions

“Asking a question is the simplest way of focusing thinking ... asking the right question may be the most important part of thinking.”

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March 05, 2025
4 min read
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Tax diversification: A financial fundamental that proves to be even more important in 2025

Tax diversification: A financial fundamental that proves to be even more important in 2025

Physicians typically have tax reduction and long-term wealth accumulation at the top of their financial objectives.

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February 24, 2025
4 min read
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Permanent life insurance can serve as asset class in a well-diversified portfolio

Permanent life insurance can serve as asset class in a well-diversified portfolio

Permanent life insurance shares notable characteristics with an asset class many physicians own — real estate — particularly in the realm of tax advantages.

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February 12, 2025
3 min read
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Plan for educational expenses with 529 plans

Plan for educational expenses with 529 plans

An important part of financial planning for physicians with children can be 529 plans.

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February 10, 2025
4 min read
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11 points to consider when changing administrators

11 points to consider when changing administrators

“There’s no limit to how complicated things can get, on account of one thing always leading to another.”

News
February 06, 2025
61 min listen
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Live from Hawaiian Eye 2025

Live from Hawaiian Eye 2025

In this episode, John A. Hovanesian, MD, FACS, and Jim Mazzo are live from the Hawaiian Eye meeting with guests Paul Singh, MD, Candy Simerson, Jeffrey Goldberg, MD, PhD, and Roger Goldberg, MD, MBA.

News
February 05, 2025
5 min read
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How to contribute more dollars to tax-sheltered Roth accounts

How to contribute more dollars to tax-sheltered Roth accounts

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a complex challenge.

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January 28, 2025
4 min read
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Use ‘tenancy by the entirety’ to protect assets

Use ‘tenancy by the entirety’ to protect assets

Physicians in any specialty should realize that mistakes will happen in medicine, and bad outcomes will occur, even when all best practices are followed.

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January 20, 2025
2 min read
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Long-term tax diversification strategy is a path to wealth building

Long-term tax diversification strategy is a path to wealth building

KOLOA, Hawaii – “The agenda has been set that the President would like to see tax rates lowered for corporations and for individuals ... but at some point in time we are going to have to pay the piper,” Carol C. Foos from the OJM Group said.

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