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 - Page 2
Are You Prepared for a Financial Emergency?
Oct 31, 2013
While a general emergency fund should cover six to nine months of monthly expenses, retirees should have an emergency fund that covers two to three years. See why.
Downsizing Considerations for Empty Nesters
Sep 27, 2013
While downsizing after your children graduate and move out seems liberating, it can be scary. Here are a few things to consider as you contemplate this next chapter in your life.
How Do You Raise Financially Competent Children? Part II
Aug 13, 2013
Just because your children graduate college and are adults doesn't mean they've learned how to handle their own finances. Don't assume that they just know what to do when it comes to paying bills for the first time and creating budgets.
How Do You Raise Financially Competent Children? Part I
Jul 05, 2013
Wealth can easily distort a child's view of money and possessions. A lack of parental guidance and appropriate education on money management can leave a child unprepared for living as an independent, productive and responsible adult.
Preparing to Help Aging Parents
Jun 11, 2013
We often find ourselves so engrossed in how fast our children are growing up that it's easy to sometimes forget that our own parents are also aging.
The Six Steps to Comprehensive Financial Planning
Apr 04, 2013
In order to achieve your financial goals, you need a well thought out plan, created with your financial advisor. Comprehensive financial planning includes a six step process.
Is a Wealth Management Firm Right for You?
Feb 27, 2013
Sometimes it's beneficial to take a look at the basics to ensure they're still working for you. For high-income earners, like physicians, who aren't utilizing a wealth management firm, here's what you're missing out on.
Your Tax Changes from the Fiscal Cliff Deal
Jan 22, 2013
There was far more involved in the fiscal cliff deal than just increased income taxes for people making more than $400,000. Here are the key provisions of this law, including capital gains taxes, charitable distributions and education incentives.
Insights from Superstorm Sandy
Dec 28, 2012
It is important that the Eastern Seaboard learn from the disaster of Superstorm Sandy to be better prepared for future natural disasters. Here are best practices for protecting family and assets during times of crisis.
Affordable Care Act
PHYSICIAN'S MONEY DIGEST >
MJH Associates >
Specialty Pharmacy Times
Terms & Conditions
Copyright MD Magazine 2006-2015 Intellisphere, LLC. All Rights Reserved.