Does Saying “I’m Sorry” Help or Hurt You?

There was a time when physicians wouldn’t hesitate to explain why a bad outcome occurred and offer an apology to

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Market Volatility — 2019 Style

I’m concerned because I have heard too many people recently say something along the lines of “I know the US

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Compliance: The Best Risk Management Tool

What is compliance, anyway? Something that you will know when you see it? What is an effective compliance plan? To

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How to Build a Compliant, Secure Healthcare Organization

What does a compliant, secure healthcare organization look like? The reality is that a compliant, secure healthcare organization is going

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Modern Financial Planning

Laurence Kotlikoff, PhD, professor of economics at Boston University, has asked a very important question. Are Americans saving too much?

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Kentucky’s Medical Review Panel Act and Unanswered Questions in the Wake of Its Demise

Heralded by its proponents in Frankfort as the answer to Kentucky’s physician shortage (which was attributed to Kentucky being a

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Two Financial Updates for 2019

Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery

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Time for a Financial Physical?

One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While

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A Mindset Shift

One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety

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