Jeff Witz is the Educational Program Director and a CERTIFIED FINANCIAL PLANNERTM at MEDIQUS Asset Advisors, Inc. He specializes in wealth management solutions
Properly titled property may avoid probate
Understanding the different titling options is important so that property can pass to heirs as efficiently as possible.
Choosing a financial advisor who’s right for you
Finding a financial advisor you trust and who fits your budget can be challenging.
Should you make pre-tax or Roth retirement plan contributions?
Which is the better investment for your retirement funds?
Life insurance: An important piece of the financial puzzle
Don't forget about life insurance when planning your family's financial future.
Rising interest rates could impact your investments
With the Fed looking to end its quantitative easing, rising interest rates can have a negative impact on investments.
Notable IRS adjustments for 2022
Keep these adjustments in mind for next year's taxes.
7 Common estate planning mistakes to avoid
Avoiding these common mistakes can ensure that your friends and loved ones are taken care of after your death.
Beware! Federal student loan payments resume soon
Don't be caught off guard when student loan repayment begins.
2021 year-end financial planning checklist
Emergency funds, retirement accounts, and more.
Disability insurance is likely worth the added expense
Disability insurance protects your most valuable asset—your ability to practice and earn an income in your specialty field.
Inflation’s impact on consumers and the economy
How it can actually be a healthy component in an economy’s growth.
Common estate plan mistakes to avoid
Having a good estate plan can be critical in ensuring that your family is well taken care of after you are gone.
Investing when markets are at all-time highs
Non-emotional actions you can take.
Benefits packages physicians should consider
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.
Don’t get behind the financial eight ball
Eight areas that require your thought and attention at the beginning of the year.
2021 tax changes physicians should know
As we enter 2021, it is always a good idea to take note of changes to the tax code as well as some items that remained unchanged.
Your year-end financial planning checklist
The year’s end provides the perfect opportunity to review your financial life and make sure you are on track towards your goals.
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