Equity Indexed Life Insurance Policies and Structured Notes: Asset Classes With Principal Protection and Growth Potential
This article reviews equity-indexed life insurance policies and structured notes, instruments that offer investment protection and growth potential.
Estate Planning Essentials: What Dermatologists Should Know
In this month's finance and practice management article, David Mandell, JD, MBA, and Carole Foos, CPA, discuss estate planning for dermatologists.
Protect Yourself From Risk With Strategies Beyond Insurance
Approximately 36% of all physicians will be sued at least once before they are aged 45 years.
Evaluating Job Opportunities: Financial Factors to Consider
“Given the difference in state taxes, the bottom-line difference for the physician could be in 6 figures—every year! Compounded with even a conservative growth rate, this could mean millions of dollars of difference over a career.”
Qualified and Nonqualified Retirement Plans: Why Many Dermatologists Should Use Both... but Don’t
“With a traditional QRP [qualified retirement plan], a participant trades today’s tax rates on their contribution for the tax rates in the future, when they withdraw the money from the plan. If rates rise, the QRP might prove not to be a good deal at all.”
Rule 1 for Investing During Volatile Markets: Stick to Your Plan
In this month's financial planning column, the OJM group talks about volatile markets and how to navigate investing in uncertain times.
An In-depth Guide to a Medical Practice's Legal and Tax Options
We sit down with the experts to determine what legal and tax factors come into play when deciding on the best corporate structure for a dermatology practice.
Legal and Tax Options for a Practice’s Structure
Both legal and tax factors come into play when deciding on the best corporate structure for a dermatology practice.
Experts Discuss How to Know if Your Practice’s Retirement Plan at Risk
In this video interview, David Mandell, JD, MB, and Adam Braunscheidel, discuss why physician practices often have difficulties with retirement planning
Is Your Practice’s Retirement Plan at Risk?
Mandell is an attorney and founder of the wealth management firm OJM Group in Cincinnati, Ohio. Braunscheidel is a wealth adviser at OJM Group.
Four money-saving ideas can help you prepare for Tax Day 2010
As a physician, do you realize that, between income, capital gains, Medicare, self-employment and other taxes, you spend 40 percent to 50 percent of your working hours laboring for the IRS and your state?
Advisers' earnings: How do those you trust with your finances make their own living?
The entire financial world was turned upside down during the years 2008 and 2009. Investors, executives, employees and the general public are left wondering, "Whom can I trust?" and "How will all these changes affect me?"
Group practice pitfalls: New financial threats demand more protection for your wealth
If you think medicine is a difficult business today, you are about to face your largest financial challenge ever. There is an approaching confluence of events that could have a significant financial impact on most doctors, unless you do something to protect yourself.
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