Emergency funds, retirement accounts, and more.

2021 year-end financial planning checklist

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 has 20 years of legal experience focused exclusively on asset protection, risk management and wealth preservation. He helps protect a national client base with more than $6 billion in personal assets, including several thousand physicians. He is a contributing author to multiple books for physicians, a Physicians Practice contributor for over a decade and a frequent national CME presenter. Learn more at 

Articles

Look at some of the most common risks to your practice and how to manage them.

2023 Medical practice asset protection resolutions 

2023 Asset protection resolutions 

Elizabeth Klucher Reynolds, Esq., is an associate attorney with Nicola, Gudbranson & Cooper, LLC. in Cleveland as part of the firm’s Estate Planning, Trust, and Probate Administration group. She is licensed in Ohio and Florida.

Consider starting the year right by updating your estate plan.

New Year’s resolutions: Updating your estate plan for physicians

Having a relationship with a good financial planner brings a “best of” team of advisors to help you achieve your life goals.

Financial advisors: Why physicians need a good one

Mr. Brady is the Senior Director of Henry Schein Financial Services and can be reached by calling 877-776-7286 or emailing 

What to know about the tax cut and how to take advantage of its benefits.

Section 179 for medical practices

, is a Wealth Management Advisor with Northwestern Mutual

Financial planning is one area where you can benefit from asking a lot of questions, leaning on experts and continuously learning.

Medical residents’ top financial questions and the questions that should follow as careers take shape

Pamela Kohl is the Vice President of Marketing at 

. With over 25 years’ experience in financial services, Pamela has worked closely with banks, alternative finance, and other fintech platforms to develop core banking services, as well as establish new card programs, lending programs, and global payments platforms. She has been nationally recognized for creating innovative solutions, leveraging new markets, and developing winning strategic partnerships. Pamela earned a B.A. from Marshall University, summa cum laude, and M.A. in International Economics from the University of Miami, where she graduated with Distinction.

Between banks, SBA loans, and alternative funding, it can be difficult to choose the funding that best suits your practice’s needs.

Short-term vs. long-term small business funding for medical practices

If you do not have any collateral to secure a medical practice loan, then you’ll need to apply for unsecured financing. 

4 Unsecured financing options for medical practices

There are things medical practices can do to not only hire new staff, but to retain them as well.

How merchant cash advances can help manage practice staff shortages 

Two seasonal risks may threaten your medical practice in the next 30 days, here’s how to manage them.

Finance

2021 year-end financial planning checklist