Physician Disability Claim Physicians can and do become disabled. It s why all providers, physicians or not, should acquire and maintain long term disability coverage. According to insurance professionals I... Read More >
The status of your retirement savings People, especially my physician clients, put off a retirement savings plan for a number of reasons. For many, retirement appears far enough away to... Read More >
Fraudsters are taking advantage of these uncertain times caused by COVID- by impersonating the CDC, SBA, IRS and other government and healthcare organizations. Whether you re running a business or... Read More >
nbsp Sometimes, smart people simply aren t aware of the financial issues they need to take care of. New physicians either need to do their own financial planning, or pay... Read More >
Retirement is coming, are you ready? Many people nearing retirement do not confront the financial issues until it s too late in the game. The bad news is financial planning... Read More >
Retirement Fears Nearly one-third of financial planners say their clients top retirement fear is running out of money, according to a recent AICPA survey of CPA financial planners. This is... Read More >
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As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read More >
