A Financial Planning Curated News Round-Up for MDs

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Interesting news and topics from around the blog-o-sphere

[By Staff Reporters]

  • How 6 Types of Retirement Income Are Taxed
    A common mistake retirees make when calculating their living expenses is forgetting how big a bite state and federal taxes can take out of savings. And how you tap your accounts can make a big difference.
  • Long-term Care by the Numbers
    Seven out of ten people will need long-term care sometime after 65. One expert examines the numbers behind long-term care.
  • Three Retirement Goals People Never Achieve
    New and soon-to-be retirees often set lofty retirement goals based on newfound time and opportunities. However, some of their most common goals and dreams are never even attempted, let alone achieved.
  • How Rising Rates Could Impact 3 Key Sectors
    How might different fixed income sectors respond to rising rates? And how might investors position their portfolios? This article offers a view of three widely held fixed income sectors.

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Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

Financial Planning MDs 2015

 Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

 

One Response

  1. Financial Planning Handbook for Physicians and Advisors: An Integrated Approach

    Who better to provide physician-investors with an integrated approach to financial planning than a former private practitioner with a degree in business? And when it comes to such an ideal circumstance, you’ll be hard pressed to find another author as experienced as Dr. David E. Marcinko. In an attempt to arm today’s physicianinvestors with the necessary tools and knowledge to create a successful financial plan, Dr. Marcinko has compiled the perfect tome, Financial Planning Handbook for Physicians and Advisors: An Integrated Approach ($54.95; Jones and Bartlett Publishers; 2005).

    Of course, as the title implies, this handbook isn’t just for physicianinvestors determined to understand the financial world a little better, it’s also for advisors. But this doesn’t take away from the fact that this book is written for doctors. Divided into 10 chapters, the Financial Planning Handbook for Physicians and Advisors covers such topics as insurance, income taxes, medical office tax strategies, retirement planning, and estate planning. There’s also a chapter on the do’s and don’ts of selecting a financial advisor. Bottom line: You’ll find everything you’re looking for, and you’ll find it easily.

    Dr. Marcinko has created a reader-friendly financial handbook that breaks each chapter down in the table of contents subject-bysubject, page-by-page. And in addition to thoroughly covering the subjects discussed within it, each chapter is also easy to navigate. For example, chapter topics are neatly divided by alphabetical subheads and there’s just the right amount of space on the pages to avoid information overload. Adding to the success of this handbook are the many physicianspecific examples, exercises, tables, charts, planning notes, cautions, and Web site addresses scattered throughout.

    So, if you’re in the market for a financial planning handbook that caters to professional healers, check out Dr. Marcinko’s latest work. You won’t be disappointed. There’s something for every doctor who’s interested in financial security.

    Kerri A. Nelen

    All New for 2015 – 800 pages – Peer Reviewed by Leading Experts

    Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners(TM)

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