Personal Finance

Don't wait until the final two weeks of the year to address legal and financial planning issues. Here's what physicians should focus on now.

Female physicians often feel less informed about financial and legal planning than their male counterparts. Here are common mistakes they make.

A little change in a physician's portfolio, utilizing the predictive power of expense ratios, can make a big difference in his future wealth.

A change in marital status isn’t the only shift that should prompt you to revisit your estate plan.

This week we conclude our review of essential business and legal planning for physicians.

Updated for 2013, here is the second set of essential legal and financial to-dos.

This week we take a large-scale view of essential legal and business issues for physicians, updated for 2013.

Real Estate Investment Trusts could be a viable solution for healthcare providers seeking capitals. Here's a primer on what they are and what they could mean.

Why downtime is so important for highly stressed doctors, and how it can improve productivity.

How can young physicians live a reasonable lifestyle today while also saving for retirement? Here's some advice from financial expert Dave Denniston.

A self-directed IRA can be a powerful tool for doctors and business owners if used the right way.

Congratulations, new physicians, years of school are behind you. But years of financial planning now await. Here's some guidance.

A recent report reveals many doctors feel they don’t know enough about personal finances. We're here to help.

Knowing the costs of your investments and how those costs relate to your ultimate return is an important part of investor education for physicians.

What doctors should look for when examining investment opportunities.

This week we take a look at a commonly overlooked exposure: management of employee benefit plans organized as a 401K.

Non-medical business exposures threaten physicians’ financial solvency. Personal Guarantee Insurance may help.

June wedding? Why prenuptial agreements must be part of every physician’s risk-management plan.

When a malpractice claim moves forward, be prepared to guard your wealth.

Do any of these caricatures describe you or other physicians you know? If so, your wealth could be in grave danger.

We continue our discussion of the asset protection trust this week and examine the often misunderstood issue of jurisdiction.

It makes sense to regularly review your financial goals, decide if you are on a path to meet them, and if you have assembled the best team to help you succeed.

A look at what asset-protection trusts are and how they can help physicians.

With fewer than 60 days until tax time the annual 11th-hour tax planning rush by doctors is in full swing. Here’s how to avoid scams.

I may not be able to follow my initial path to retirement, but having a financial plan for me and my practice staff puts us all in the right direction.

Applying the same evidence-based thinking you use in your medical practice can actually create a more efficient investment portfolio for you personally.

Misinformation, bad habits, and “wives tales” continue to plague doctors and create or ignore serious financial exposures. Here’s what to watch for.

A commonly overlooked area of risk management in physician’s business and asset-protection planning is the need for D&O insurance.

With reimbursement cuts and other financial threats on the horizon, having a future-oriented money strategy is more important than ever.

Understanding your spending needs and creating a realistic savings plan is one of the cornerstones of a financial plan for physicians.