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 3
The Possible Implications of the Fiscal Cliff
Nov 07, 2012
Now that President Obama has been re-elected he has to face the upcoming fiscal cliff, which could possibly push the country into another recession. Here are tax changes to watch as the year comes to an end, as well as what the president plans to do.
Now's the Time to Refinance
Aug 14, 2012
With current rates at historic lows, people are able to lock in a shorter-term loan and still end up with monthly payments equal to or less than what they were paying with a longer-term mortgage.
What is a "Fair" Division of Property in Divorce?
Jun 04, 2012
It's important to bear in mind that, in case of divorce, equitable or fair does not necessarily mean equal. A 50/50 split is generally the starting point in the discussion, but rarely do the two parties end up with an exact amount.
Important to Stay in the Game
Apr 30, 2012
With investing, it's better to aim for base hits rather than swing for home runs, but it's also important to stay in the game.
Don't Avoid International Investments
Mar 01, 2012
The U.S. has seen an upswing in the economy, but news from abroad isn't as positive. Despite the troubles in the euro zone, investors shouldn't avoid international investments.
Death is Inevitable: End-of-Life Planning
Jan 24, 2012
Death is inevitable, but there are steps we should take to lessen, even a little, the hardship facing loved ones at the time of one's death.
Dec 22, 2011
A carefully planned gifting program can help you achieve personal aspirations, but it also reduces one's estate and thus minimizes the estate taxes that your heirs may have to pay upon your death.
Year-End Planning Can Yield Savings
Nov 30, 2011
Year-end planning involves remembering to focus on areas you can control. In spite of the current economic and political uncertainty, one can uncover financial planning opportunities to be thankful for this year and in 2012.
Riding the Investment Roller Coaster
Oct 26, 2011
The recent volatility of the market has investors split on what they should do with their money. The markets have too much risk, but other options might not have enough. Having a solid financial plan can help you determine the balance between the two.
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