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Financial Management

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December 30, 2023
1 min read
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Strategize future finances with Healio’s Residency to Retirement

Strategize future finances 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 14, 2023
5 min read
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What you need to know if you inherit an individual retirement account

What you need to know if you inherit an individual retirement account

As baby boomers age into their 70s and 80s, it is estimated that more than $84 trillion will pass down through inheritances to millennial and Generation X heirs before 2045.

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December 12, 2023
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Year-end portfolio checklist: Proactive planning can reduce taxes on investments

Year-end portfolio checklist: Proactive planning can reduce taxes on investments

As we approach the year end, many investors, including physicians, will review their portfolios and assess the last 12 months of performance.

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December 01, 2023
5 min read
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What you need to know if you inherit an individual retirement account

What you need to know if you inherit an individual retirement account

As baby boomers age into their 70s and 80s, it is estimated that more than $84 trillion will pass down through inheritances to millennial and Gen X heirs before 2045.

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November 27, 2023
2 min read
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Residency to Retirement will help ophthalmologists prepare financially for future

Residency to Retirement will help ophthalmologists prepare financially for future

I am supportive of Healio | OSN’s decision to bring the Residency to Retirement series focused on financial planning to our readers.

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November 13, 2023
4 min read
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How behavioral finance impacts physicians’ decision making

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.

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November 08, 2023
6 min read
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Watch for flashing warning lights in your practice

Watch for flashing warning lights in your practice

“The euphoria around economic booms often obscures the possibility for a bust, which explains why leaders typically miss the warning signs.”

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November 01, 2023
5 min read
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Navigating legal hurdles before and after signing an employment contract

Navigating legal hurdles before and after signing an employment contract

As millennial and older physicians can verify, the path to becoming a physician is long and arduous, filled with years of rigorous education, exams and residency training.

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October 26, 2023
2 min read
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Patients may have financial burden, worry associated with orthopedic trauma injuries

Patients may have financial burden, worry associated with orthopedic trauma injuries

SEATTLE — Patients with orthopedic trauma injuries may experience financial burden and worry associated with their injury regardless of insurance, employment status or access to paid leave, according to results presented here.

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October 12, 2023
5 min read
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Health savings accounts important component of comprehensive retirement plans

Health savings accounts important component of comprehensive retirement plans

Physicians of all specialties are likely aware of health savings accounts and their use by patients and doctors alike to pay for health-related expenses.

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