Physician's Money Digest
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.
Physician's Wealth Manager
Top Mistakes Seniors Make
Apr 08, 2015
While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common mistakes that you want to steer clear from to help protect your assets.
A Snowbirds Checklist
Nov 19, 2014
The weather is starting to get chilly, and your bags are packed to head south for the winter. Here are a few tips if you plan to be away from your primary residence for a few months.
10 Things to Think about Before You Retire
Aug 13, 2014
The transition from working to retirement is an exciting time in a person’s life; however, it can also be scary for those who do not prepare properly.
Best Practices to Prevent Identity Theft
Jul 15, 2014
Being a victim of identity theft can have severe financial consequences, but most people don’t realize anything is wrong until they are making a large purchase, like a house or a car, and issues show up on their credit report.
Asset Location Just as Important as Asset Allocation
Jun 04, 2014
For investors in high-tax brackets, the asset location decision can be just as important as asset allocation. Otherwise, your portfolio is exposed to significant, and unnecessary, tax liabilities.
What Are You Paying For?
Apr 09, 2014
Often, people are uncertain what wealth management services actually encompass. Here we provide a better picture of what comprehensive financial planning is and what it can do for you.
Do You Have Enough Umbrella Insurance?
Feb 26, 2014
In today’s uncertain economic times, affluent consumers are more likely to be targets of multi-million-dollar lawsuits. Umbrella insurance provides you with reassurance that your assets are protected at a nominal cost.
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