Emergency funds, retirement accounts, and more.

2021 year-end financial planning checklist

Topics

is the Educational Program Director and a CERTIFIED FINANCIAL PLANNER

 at MEDIQUS Asset Advisors, Inc. He specializes in wealth management solutions

Articles

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

Disability insurance is likely worth the added expense

Alfredo Rosing is the Vice President of Marketing at Greenbox Capital®. 

With over 25 years of combined experience in marketing and financial services, Alfredo is an expert on innovative financial technologies with a passion for connecting consumers and businesses with socially responsible funding. Prior to joining the Greenbox Capital team, Alfredo launched an award-winning online lender that was recognized as the winner of the 2017 Fintech Awards US Firm of the Year for Lending Innovation Award. Alfredo is a graduate of Southern New Hampshire University with a BS in Marketing.

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

Six medical practice funding and physician business loan options

MBA, CFP®, AIF® began her career in financial planning in 1988 and co-founded Atlanta Financial Associates in 1992, merging into 

in 2020. She specializes in working with physicians and executives in the healthcare industry. Her passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Julie has been featured on Forbes’ list of America’s Top Women Wealth Advisors since 2017 as well as Forbes’ 

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

Using a 529 Plan for estate planning 

Slideshows

When managing their practices, a lot of very good doctors make bad business decisions because they lack the same data-driven rigor they give to patients.

Five financial reports you need to see monthly

, JD, MBA, advises clients on compliance and transactions in healthcare, cybersecurity, corporate and securities law, while representing plaintiffs in False Claims Act and Dodd-Frank whistleblower cases. She also teaches bioethics at Baylor College of Medicine in Houston. Rachel can be reached through her website, 

With the impending reporting period upon providers, this article highlights the current status of Reporting Period 1 and relays some recent enforcement actions.

Provider Relief Fund recipient reporting obligations and government enforcement actions

Samuel Giordano, M.DD., is a practicing gastroenterologist, author, real estate investor, and co-founder of 

 a website designed to help physicians and other high-income professionals at vetting passive real estate syndication deals. 

His ultimate goal for himself and others is financial freedom and to live the life of our choosing on our own terms. 

Passive Real Estate Investing: Basics and Benefits

How it can actually be a healthy component in an economy’s growth.

Inflation’s impact on consumers and the economy

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

Taxes Could Be Rising: What can physicians do about it?

He holds the FINRA Series 7, FINRA Series 63, and FINRA Series 66 licenses, along with licenses for life, disability, and long-term care insurance.

Videos

The difference between these two structures and which is best for independent practices.

LLC vs. S-Corp: What is the best structure for tax savings?

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

Finance

2021 year-end financial planning checklist