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January 11, 2023
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Common myths, misconceptions about asset protection may hold back your planning

Common myths, misconceptions about asset protection may hold back your planning

As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how to protect their assets from potential lawsuits. In this article, I hope to dispel some incorrect assumptions you may have.

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January 04, 2023
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Lay managers: Your key to practice success

Lay managers: Your key to practice success

“There are no secrets to success. It is the result of preparation, hard work and learning from failure.”

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January 03, 2023
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Five key factors for success when using permanent life insurance

Five key factors for success when using permanent life insurance

In other articles for Residency for Retirement, we have explained that permanent life insurance, also called cash value life insurance, has tremendous tax, wealth accumulation, asset protection and estate planning benefits.

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December 29, 2022
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Poll: 37% of Americans rate mental health as ‘fair’ or ‘poor’ going into new year

Poll: 37% of Americans rate mental health as ‘fair’ or ‘poor’ going into new year

According to results of a recent poll, 37% of Americans rated their mental health as “fair” or “poor,” up from 31% a year ago, with 26% reporting that they anticipate experiencing more stress as the new year begins, up from 20% a year ago.

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December 22, 2022
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Strategize for a prosperous financial future with Healio’s Residency to Retirement

Strategize for a prosperous financial future with Healio’s Residency to Retirement

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.

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December 22, 2022
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Top in hem/onc: NCI director’s cancer diagnosis; financial tips for physicians

Top in hem/onc: NCI director’s cancer diagnosis; financial tips for physicians

National Cancer Institute Director Monica M. Bertagnolli, MD, FACS, FASCO, announced that she has been diagnosed with early-stage hormone receptor-positive, HER2-negative breast cancer.

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December 16, 2022
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Some practices can benefit from a state tax strategy

Some practices can benefit from a state tax strategy

Practices may find this short primer on state pass-through entity election and year-end tax tips helpful to determine whether they can benefit from a state tax strategy or create some tax savings before Jan. 1, 2023.

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December 14, 2022
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Steps to take to avoid common investor mistakes in a bear market

Steps to take to avoid common investor mistakes in a bear market

Through the end of September, the S&P 500 had declined three consecutive quarters and lost nearly 24% of its value.

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December 08, 2022
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RPA, ASN, join medical societies in asking Congress to reduce impact of Medicare pay cuts

RPA, ASN, join medical societies in asking Congress to reduce impact of Medicare pay cuts

The Renal Physicians Association, the American Society of Nephrology and more than 100 other medical groups have sent a letter to Congress asking legislators to limit the impact of a planned cut in Medicare payments to physicians.

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December 01, 2022
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Some practices can benefit from a state tax strategy

Some practices can benefit from a state tax strategy

Practices may find this short primer on state pass-through entity election and year-end tax tips helpful to determine whether they can benefit from a state tax strategy or create some tax savings before Jan. 1, 2023.

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