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May 12, 2023
4 min read
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Consider fundamental long-term strategy of tax diversification

Consider fundamental long-term strategy of tax diversification

Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret it as a warning against owning too much of one individual stock in a portfolio.

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May 08, 2023
5 min read
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Find a balance with your practice’s marketing budget

Find a balance with your practice’s marketing budget

“Life is like riding a bicycle. To keep your balance, you must keep moving.”

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May 01, 2023
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Recent malpractice verdict highlights importance of asset protection planning

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.

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April 19, 2023
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New tax solution may lessen concern about having overfunded a 529 plan

New tax solution may lessen concern about having overfunded a 529 plan

At the end of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, which provided numerous improvements to retirement savings and distribution rules.

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April 13, 2023
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When evaluating financial advisors, understand how they make money

When evaluating financial advisors, understand how they make money

Today’s economic environment and market volatility have caused many DIY investors to reconsider working with professional financial advisors. Those who work with advisors also may be evaluating their advisor and investigating alternatives.

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April 03, 2023
3 min read
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New tax solution may lessen concern about having overfunded a 529 plan

New tax solution may lessen concern about having overfunded a 529 plan

At the end of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, which provided numerous improvements to retirement savings and distribution rules.

News
March 23, 2023
1 min read
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Top in hem/onc: Financial advice for physicians; aggressive end-of-life cancer care

Top in hem/onc: Financial advice for physicians; aggressive end-of-life cancer care

In the latest Residency to Retirement column, David B. Mandell, JD, MBA, and Andrew Taylor discussed how to adequately get paid for the cash in your savings account.

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March 16, 2023
6 min read
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Consolidated Appropriations Act of 2023: New law brings retirement plan changes

Consolidated Appropriations Act of 2023: New law brings retirement plan changes

The Consolidated Appropriations Act of 2023, enacted on Dec. 29, 2022, includes the Secure 2.0 Act of 2022, which contains many provisions designed to expand retirement coverage, increase retirement savings and clarify retirement rules.

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March 13, 2023
4 min read
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Get adequately paid for your cash

Get adequately paid for your cash

Let’s start by getting to the point. You should call your bank and find out what you are making on your cash.

News
March 08, 2023
5 min read
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On finance, expert says spend less than you make, invest now, save for retirement

On finance, expert says spend less than you make, invest now, save for retirement

Disha Spath, MD, FACP, recalled back to her college years wanting to understand why certain people seemed to have their finances together whereas others did not.

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