Personal Finance

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.

Instability in compensation and the massive move of physicians from private practice to employed models could be indicators of trouble ahead for physician compensation.

Without the proper tax planning strategies in place, a physician could face some costly and unwanted surprises.

With the election around the corner the country may be in for some significant legal and political changes that can affect physician’s assets.

Three predictable and recurring legal and financial risks physicians face when holding informal jointly-owned with extended family.

The basics of a diversified asset protection plan.

Maximize your ability to thrive as a professional.

High incomes do not guarantee smart money management.

Understanding FDIC insurance. 

Avoid these common risks to make your year more predictable and secure.

The truth is many physicians begin their careers at a financial disadvantage.

Divorce mistakes can adversely affect the physician and his or her medical practice

Tips for physicians to reduce their tax liability and improve their lifetime income stream

Five questions to ask yourself as you plan for retirement.

Even if retirement is a few years down the road, it’s important to work with a financial adviser to discuss where you want to go, what you want to do and how much money you need to make those plans a reality.

Physicians need to manage personal risk and family legal planning issues as summer comes to a close.