Tax the Seed or Tax the Harvest…

Physicians are under attack! The ever-changing healthcare system and monumental number of tax law changes not only have an impact

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Outlook 2015

Except during our periodic meetings with clients in which we parade out their recent and long term performance, I almost

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Disability Definitions: Don’t be Fooled

For over 18 years I have been advising physicians to make sure that when purchasing disability protection that it has

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New Highs: What to Do Now!

Some people look at the S&P 500 at 2,000 and the DOW at 17,000 and feel that they have missed

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Summer Reading

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be

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Disability Plays No Favorites

As a physician, every day you see your patients suffering from unexpected injury or illness, which may require them to

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Going Beyond Retirement Planning

A Pew Research Center study released this month revealed that living to an age that is substantially longer than current

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A Mid-Year Assessment

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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The Ultimate

Do you ever wish you could pay your life insurance premium with pre-tax dollars while keeping your benefit tax free?

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