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Finance

The Surprising Versatility of Premium Financed Life Insurance


The Surprising Versatility of Premium Financed Life Insurance If you are facing the challenge of paying high insurance premiums to protect your family’s financial future, you may want to consider the advantages of Premium Financed Life Insurance, a strategy that is new to many medical professionals. An increasing number of doctors each year are finding that a properly leveraged and ...

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DEFINING YOUR INVESTMENT PHILOSOPHY

When asked to describe what their investment philosophy is, many investors will respond with an answer tied to their level of risk. Oh, I’m a gambler some might say. Or another may say, I don’t like a lot of risk, but I know I need to invest in the market. There are any numbers of answers that may come along ...

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ESCAPE FROM THE TAX TRAP: CAN YOU BECOME A FINANCIAL MCGYVER?

In Wyle E. Coyote fashion, at the bottom of the dreaded Fiscal Cliff at the end of 2012, sat a large (albeit metaphorical) trampoline that propelled many of our clients into higher income tax brackets at a frightening speed. While federal estate and gift taxes remained largely unchanged, income taxes increased dramatically. As such, if you have not had the ...

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HOW CAN A REVOCABLE TRUST HELP PROTECT YOU AND YOUR FAMILY?

Physician’s routinely see that an illness or incapacity can wreak havoc on a family. Just as you have insurance to help you and your loved ones in the event of a disability, a revocable trust can also help protect your family. A revocable trust is a powerful estate planning tool that can serve many important purposes in your overall financial ...

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THE FABLED ESOP

The Angina Dialogues Discussing Issues that Give Physicians Chest Pains… Chapter 3: The Fabled ESOP For many physicians, the value of their practice is the single largest retirement asset in their portfolio. When it is monetized—most often at retirement—a myriad of tax, diversification and control issues accompany the liquidity event. As a result, careful planning is crucial to maximizing the ...

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THE ULTIMATE FINANCIAL PLAN: DYING WITH A DOLLAR LEFT IN YOUR NAME

With the 2010 Tax Act hanging in the balance, the inertia in our Nation’s Capitol created by a gridlocked Legislative Branch has lead an increasing number of ‘experts’ to conclude that January 1st 2013 could be a day that will live in fiscal infamy. For those lucky few who are blissfully unaware, absent an act of Congress, on 1/1/13 the ...

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THE DECADE OF ELDERCARE

This is the decade of eldercare. The Conference Board, a global not-for-profit organization specializing in management marketing, predicts that within the next few years, more than 37 percent of U.S. workers will be more concerned with caring for a parent than a child. Eldercare has a tremendous impact on our workforce and on our family structure. Medical practices may see ...

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THE GREATEST CHALLENGE FACING PHYSICIANS IN 2013

By Neil Thomson, Esq. The challenge to physicians for this upcoming year is unprecedented because of the nexus of two major events: transition to primary implementation of the Affordable Care Act (ACA) and the last minute patchwork deal to avert the immediate effects of a massive tax increase, but not mandated spending cuts or debt. While the transition to the ...

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BLIND FAITH: OUR MISPLACED TRUST IN THE STOCK MARKET AND SMARTER

Blind Faith: Our Misplaced Trust in the Stock Market and Smarter, Safer Ways to Invest Over 40 percent of households own some form of common stock. Winslow presents why Americans have misplaced trust in the stock market and presents smarter, safer ways to invest. Preview this book online. Follow the link below. Find at Amazon.com Blind Faith takes head on ...

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