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 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.
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.
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