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Articles in category: Financial Planning Solutions
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Hey Doc, What's Your Credit Score?

by Ed Mann | Jul 2015

Orthopaedic surgeons claim the most highly-paid specialty among all doctors in the U.S. Yet, orthopaedic surgeons seem to have the worst credit. Why? ... Read more »

Experts Reveal Tips to Secure Device Funding

by Hannah Corcoran | Jun 2015

Many strong ideas never evolve to successful inventions due to poor planning and lack of adequate funding. Don’t let yours be one of these. ... Read more »

What is YOUR Business Plan?

by Ed Mann | May 2015

One of the biggest mistakes that young surgeons make is not creating a business plan. A well thought out business plan is critical to the financial success of any practice. ... Read more »

Demystifying the Defined Benefit Pension Plan

by W. Ben Utley, CFP® and Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF | Aug 2014

A DB plan is a powerful yet poorly understood financial tool that allows surgeons to defer income, reduce taxes and protect assets. ... Read more »

7 Steps to Selecting the Right Financial Advisor

by W. Ben Utley | Jul 2014

Finding the right financial advisor to help build your financial future can be difficult. Ask these questions to improve your chances of finding one who will meet your needs. ... Read more »

Umbrella Insurance: Malpractice Coverage for Every Day

by W. Ben Utley, CFP, Lawrence B. Keller, CFP | Jun 2014

At work you have malpractice insurance, but what can you do about liability that you might incur throughout the course of your life outside your profession? W. Ben Utley, CFP, and Lawrence B. Keller, CFP, cover the importance of obtaining malpractice insurance and finding the right amount of coverag ... Read more »

Investing: Where to Put Your Money Now

by W. Ben Utley, CFP | May 2014

The best investment strategies have nothing new about them and they work. Here are three investment strategies you can use over and over again, decade after decade, to make your savings last. ... Read more »

Overcome 401(k) Limitations: Three Ways to Make the Best of a Bad Situation

by W. Ben Utley, CFP and Lawrence B. Keller, CFP | Apr 2014

If your 401(k) is your main (or maybe your only) investment vehicle for retirement, we have good news for you. It is possible to work around your 401(k) plan’s limitations, so that you can get back on track toward retirement. ... Read more »

Financing Matters: 3 Ways to Buy your Next Home

by W. Ben Utley, CFP, and Lawrence B. Keller, CFP | Mar 2014

The path you take to purchasing a home can affect your available assets for future investments. So, how do you go about buying, or more precisely, financing a home? ... Read more »

The Entrepreneur’s Guide to Saving Taxes through Retirement Plans

by Carolyn McClanahan, M.D., CFP | Dec 2013

You have until the end of the year to set up multiple qualified retirement plans. Defined benefit plans are entirely-protected assets! Meet with your advisor before it is too late to save taxes in 2013. ... Read more »

Planning for Taxes When it Matters Most

by Carolyn McClanahan, M.D., CFP | Nov 2013

Preparing taxes in advance can save a significant amount of money and actually takes less time than waiting until the last minute. Here is what you need to do this year to make your 2014 tax preparation and tax bite as painless as possible. ... Read more »

Exchange Traded Funds—the Good, Bad and Ugly

by Tim Utecht | Oct 2013

Exchange-traded funds can be an excellent tool for investors, but they carry their own specific risks and caveats. Familiarize yourself with these opportunities and limitations to make wise investment decisions. ... Read more »

Avoiding Landmines in Obtaining Supplemental Insurance

by Carolyn McClanahan, M.D., CFP | Sep 2013

The Affordable Care Act doesn't provide guarantees for supplemental health insurances, such as disability, life and long-term care. As an entrepreneurial physician and a patient, it’s important to keep these factors in mind to maintain insurability to the best of your ability. ... Read more »

Saving for the ‘New’ Retirement

by Carolyn McClanahan, M.D., CFP | Aug 2013

Is the focus on retirement an error in financial planning? Carolyn McClanahan, M.D., CFP, discusses how to create a great life now while simultaneously preparing for the uncertainty of the future. ... Read more »

Trusts Provide a Great Estate Planning Tool for Entrepreneurs

by Carolyn McClanahan, M.D. CFP | Jul 2013

Like entrepreneur’s finances, trusts can be complex. Here’s how to gain maximum benefit and efficiency from your trust. ... Read more »

Selecting an Investment Manager (It’s easier than you think)

by Tim Utecht | Jun 2013

The most common method for selecting an investment manager is based on track record. But is that the best way? ... Read more »

Still Talking Taxes: Efficient Investments to Keep Your Money

by Tim Utecht | May 2013

With the sting of taxes still fresh in your mind, it’s a good time to review investment portfolios for tax efficiency. ... Read more »

The Media Hype Says Abandon Bonds. Don't.

by Tim Utecht | Apr 2013

Bonds mitigate the volatility of stocks and other risky assets. Before diversifying your portfolio, understand the bond bubble and the best way to invest. ... Read more »

Estate Tax Law: A Permanent Fix (For Now)

by Carolyn McClanahan, MD, CFP | Mar 2013

With the fiscal cliff, Congress passed a permanent fix to the more than decade-long fluctuation in the estate tax. An understanding of the tax rule will ensure that you and your family receive your money’s worth. ... Read more »

Estate Planning: Making Sense of the Madness

by Carolyn McClanahan, MD, CFP | Mar 2013

Estate planning can be an unpleasant and complex process. These five steps will make the financial planning easier for you and your family. ... Read more »

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