April 9th 2024
Don't wait! Make sure your wealth is protected.
January 23rd 2024
With tax-day right around the corner we take a final look at scams, mistakes and seasonal risks to avoid while you still can.
August 21st 2023
Your weekly dose of wisdom from the Physicians Practice experts.
July 25th 2023
A look at the personal legal and financial risks of household employees like nannies, housekeepers, gardeners, and babysitters.
May 8th 2023
Dirty Dozen Tax Schemes Often Target Doctors
Doctors can be easy prey for tax fraud schemes. Be smart and arm yourself with information from legitimate sources.
Where Should Physicians Invest Extra Money?
Have you maxed out your retirement account and still have some extra cash to sock away? With so many options, here are a few good ways to start.
Income Tax Deductions Commonly Overlooked by Doctors
CPA TJ Casey shares eight tips for physicians regarding deductions to investigate as the tax deadline approaches.
Explaining Investment Risk Premiums to Physicians
Investing - much like the decisions in your medical career - is about sometime taking risks. But you also should know what risk pays and what risk does not.
The Irrevocable Life Insurance Trust and its Use by Physicians
Now that we've introduced ILITs, here's more advice for doctors like you.
Disability Insurance for Physicians: Cover Your Unique Medical Skills
Selecting the right disability coverage to fit evolving needs is vitally important as you proceed along your career path as a physician. So know your options.
Four January Business Planning To-Dos for Doctors
Here are some of the more important financial and business issues physicians should take care of this month.
Life Insurance Trusts, Estate Plans, and Asset Protection for Doctors
This week we take an introductory look at a legal structure that often accompanies life insurance in your estate plan.
Physicians: Start Planning for Retirement Today
It's a good time to check in on your retirement planning. Here are some do's and don'ts for physicians.
Basic Budgeting for Physicians
Your expertise in medicine is established; now brush up on your financial education.
New Year's Resolutions for Physicians: Business and Asset Protection
Here are some core issues physicians should consider from our previous discussions on personal finance.
Physician Retirement Planning Basics
Wealth manager Scott Wisniewski offers physicians tips for saving for retirement.
Physicians' 2014 Wealth Preservation Planning Calendar, Part 1
A month-by-month guide to financial matters for physicians for the coming year.
Life Insurance for Physicians: Key Buying Questions
Knowing the right questions to ask about an insurance policy is a key issue for physicians.
How to Succeed as a Physician Entrepreneur
There are always winners and losers in game changing legislation like Obamacare, and physicians are uniquely positioned to do either in a big way.
Five Steps for Physicians to Avoid Being Victims of Investment Fraud
Physicians work hard for their income and in their preparation for retirement. Here are five steps to take to ensure you don't lose those investments to fraud.
Invoicing Scams Targeting Medical Practices
How the burgeoning industry of invoicing scams is affecting physicians - and what you can do.
More Holiday Scam Advice and Safety Tips for Physicians
In the week of Black Friday, here are some personal safety considerations and tips to help you avoid being an easy target.
Financial Safety Tips to Protect Physicians from 5 Holiday Scams
The holidays provide extra opportunity for a variety of theft and fraud scams, many targeting affluent victims like physicians.
Avoiding Financial Scams
Post-Madoff, investors still face a minefield of threats.
2013 Physician Compensation Survey
Wondering where your compensation falls on the continuum? Our 2013 Physician Compensation Survey gives you both national and regional data.
Bare Bones Legal and Financial Documents: a Checklist for Physicians
A list of the most essential legal and financial paperwork a physician should easily be able to retrieve in the event of an emergency.
The Basics of Physician Asset Protection
Attorney Robert Feiger explains asset protection for physicians and the ideal time to start finding a partner to protect personal wealth.
Reverse Recommendation; Hire Well; Hacker's Delight
Noteworthy items from Physicians Practice.
Liability Insurance Umbrella Policies Vital for Physicians
Personal liability umbrella policies are not a magic bullet, but they remain a key tool for physicians.
Selling Your Medical Practice from a Wealth Management Perspective
Physician wealth management expert Scott Wisniewski explains the decision to sell a private practice with an eye toward retirement.
Doctors Need to Manage Risk, Not Crisis
The difference between physicians who manage risk and those who manage crisis when it comes to legal and financial planning.
Patient-Centric Revenue Solutions for Medical Practices
This year the most successful practices are still trending in the direction of preventative healthcare rather than a reactive model.
Asset Protection Issues for Physicians: Real Life Examples
Sometimes learning from true stories of physicians who lost assets due to poor planning is the best way to kick start your own asset protection plan.
How Physicians Can Reduce Their Retirement Tax Burden
Financial adviser David Alemian explains how physicians can legally create a tax-free retirement income via a Section 79 plan.