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Articles in Personal Finance

The Solo Physician’s Multi-Year Parachute

January 4, 2015 – 5:47 PM | One Comment
Doctor retire

By Barry M. Schwartz, Esq.
A physician who is in practice with one or more partners probably has a reasonable expectation that his or her medical …

Doctors Are Not Good At Investing Their Money (Info-Graphic)

March 11, 2014 – 10:05 AM |
Investing

By Brad Broker
Doctors are not saving enough for retirement.
A new study shows that even though physicians have an average annual salary of almost $300,000, they …

The Most Important Element of Your Financial Plan: Why Flexibility is Crucial to Meeting Long Term Goals (Part II)

July 15, 2012 – 11:10 PM |

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)

June 28, 2012 – 10:43 AM |

 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?

June 11, 2012 – 3:23 PM |

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

December 13, 2011 – 10:15 AM |

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 …