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
Wealth Manager Red Flags
Jan 10, 2014
If busy physicians are going to leave their wealth in someone else’s hands, then there are a few questions they should ask when selecting an advisor — as well as ‘red flags’ to avoid at all costs.
Do I Really Need Long-Term Care Insurance?
Nov 27, 2013
By the time most people want to start thinking about long-term care insurance, the premiums are either very high or the person cannot even get coverage due to his/her health history.
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.
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