Bad Advice Doctors, Business Owners Get from Financial Advisors

As we have discussed here multiple times in the past, the most effective wealth preservation planning has four key components: tax planning, legal planning, investment planning, and insurance planning. Fortunately, more advisors from different disciplines are adopting a more holistic view of their clients and educating themselves in a variety of areas outside their own […]

Doctors Going Broke in the News (and Those Who Aren’t )

There has been a great deal of discussion about the current financial state of American doctors in the news and in many online forums frequented by physicians. All problems identified in the article and the subsequent discussions it has spawned are related directly to the general poor state of the economy. Primarily, decreases in compensation; […]

Common Fatal Mistakes in Doctor’s and Dentist’s Disability Insurance Claims – Asset Protection

Why Is It So Hard to Collect on My Disability Insurance Policy? Avoiding Mistakes When Filing a Claim I don’t sell life insurance, but part of the education I provide all clients is the value and limits of the policies they have in place. I have previously covered the use of various kinds of insurance […]