Personal Finance

With the Fed looking to end its quantitative easing, rising interest rates can have a negative impact on investments.

Estate planning trusts for physicians, part four of a series on the trust law basics every successful physician should understand.

Don't fall for tax schemes that seem too good to be true.

Learn how to the IRS taxes trusts in part two of our in-depth look at this aspect of estate planning.

Don't be caught off guard when student loan repayment begins.

It’s hard enough as private practice doc in today’s reimbursement environment. Medical school debt can make it worse, here are tips to avoid this issue.

Why it’s not an investment and an asset you don’t want your retirement savings to depend on.

Emergency funds, retirement accounts, and more.

Many high-earning physicians find that taking advantage of a donor-advised fund is often a simple and tax-savvy way to make charitable contributions.

Disability insurance protects your most valuable asset—your ability to practice and earn an income in your specialty field.

The best medical practice loan ultimately depends on your goals and your practice’s creditworthiness.

These plans can offer a variety of potential benefits that go beyond their traditional role.

Key principles for doctors to know.

Biden’s American Jobs Plan could disproportionately affect high earners.

Having a good estate plan can be critical in ensuring that your family is well taken care of after you are gone.

Higher costs could be just the start of myriad problems to come for providers, insurers, and patients alike.

Planning tips that could help alleviate a higher tax bill for high-earning physicians.

Pay off debt in a smart way to make sure that it doesn't cost you any more than it needs to.

Avoid these states for your best financial situation.

For many high-earners, the pandemic brought forth an important reminder of the fundamentals when it comes to building wealth.

From the moment a doctor earns his or her MD, to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas, and questions.

The basics you should know to keep your coins safe.

A physician asks whether he can legally refuse treatment to a patient with an unpaid balance. Here are five legal considerations.

Prior authorizations are a pain for physicians. Here are a few things you can do to improve your odds of winning.

Whether your benefits are provided to you by an employer or you must choose your own, these are the most common benefits physicians should be looking for.

The big picture goal should be to eliminate as much tax-liability as you can over time

Basic personal finance issues that can threaten your wealth including both external threats and risky behaviors to avoid.

Regardless of how 2020 may have gone for you, the great news is that you have the choice to make 2021 your best financial year yet.

As 2021 begins, it presents both familiar risks and new challenges never experienced in the lifetimes of most Americans. We start the year by reviewing key measures to help you to manage and survive both.

Working with a physician-friendly advisor is crucial for healthcare professionals.