Emergency Physician Finances: Fix Common Planning Gaps
In a recent meeting, I heard about an 80-year-old worth $25 million who recently lost his wife…
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The Private Equity Wave in Health Care
Hahnemann University Hospital in Philadelphia closed in 2019, a year and a half after it was acquired…
What To Know If You’re a 1099 Independent Contractor
Question My new employer wants to make me a “1099.” What do I need to know as…
Why Performance Chasing Is an Investing Error
Question I’m now eligible for my 401(k), and I need to pick which mutual funds to invest…
The Truth About Index Funds
Question My financial advisor says he can beat index funds. I also read an article saying that…
The Simple Way to Build Wealth
Question I am overwhelmed by all things financial. What is the simplest, most reliable way for me to…
Lessons Learned from the Silicon Valley Bank Meltdown
Question I was shocked to see bank runs in March 2023. I thought those went away after…
What is a 457 Retirement Plan and Should I Use It?
Question I recently changed jobs and my new job offers both a 403(b) plan and a 457(b)…
3 Big Tax Deductions for Doctors
Question: I feel like I’m paying more in tax than most of the other doctors I know….
What To Do About Low Expected Returns
Q: I read some projections that showed the returns of stocks and bonds would be very low…