Articles in Personal Finance
The Most Important Element of Your Financial Plan: Why Flexibility is Crucial to Meeting Long Term Goals (Part II)
By David B. Mandell, JD, MBA and Jason M. O’Dell, MS, CWM
From our experience, we have become intimately familiar with how most physicians build their …
The Most Important Element of Your Financial Plan: Why Flexibility is Crucial to Meeting Long Term Goals (Part I)
By David B. Mandell, JD, MBA and Jason M. O’Dell, MS, CWM
From our experience, we have become intimately familiar with how most physicians build their …
Will Your Investment Portfolios Stand Protected in a Volatile Economy?
By: Alan Mandeloff
The financial markets, which experienced so much volatility from 2008 to 2011, have been remarkably stable during the first four months of 2012. Daily …
Year-End 2011 Tax Planning for Physicians
By Michael Kline, CPA
As the year draws to a close, it is time for medical practices and medical professionals to review the current year’s financial …
Will You Conquer the Cash Crunch in Retirement?
How to Meet the #1 Financial Challenge Facing Baby Boomer Physicians and Avoid Common Pitfalls
By David Mandell, JD, MBA and Dinah Bird, …
How to Survive an IRS Audit
By Michael Kline, CPA
The mail gets delivered to your office and you immediately see the return address on the letter is from the Internal Revenue …
