Being a healthcare worker can be a stressful and tiring job at the best of times, but in the face of vast uncertainty and fear around the coronavirus, this profession has become even harder. If you are a healthcare worker on the front lines of the coronavirus, you are bravely dealing with an unprecedented situation … Read more
The United States has more cases of the coronavirus than any other country, and in an attempt to stop the spread of this disease, states have closed schools and businesses throughout the country. These unprecedented shutdowns have pushed many people out of work, hurt businesses, and brought much of the economy to a screeching halt. … Read more
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift tocharity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance. Why use life insurance for charitable giving? Life insurance allows you … Read more
Socially Responsible Investing: Aligning Your Money with Your Values Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now account for about … Read more
Top 10 RMD (Required Minimum Distributions) Mistakes 10. Rolling over an RMD. RMDs are not eligible to be rolled over. This happens most frequently when company plan assets are rolled over to an IRA. If the RMD is not taken first, you now have an excess contribution in the IRA that needs to be corrected. … Read more
FIRE – Four Things to Know About This Hot Retirement Movement. Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are turning this dream into a reality by retiring in their 30s or 40s. But how are they able to … Read more
The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list. Phishing Phishing scams usually involve unsolicited emails or fake websites that pose as legitimate IRS sites … Read more
What health services aren’t covered by Medicare? Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered. Some may be fully or partially covered by a Part C Medicare Advantage Plan, which replaces Original Medicare, or a Medigap policy, which supplements Original Medicare. … Read more
Collectible assets such as fine art, antiques, coins, and gems are one way to diversify your investment portfolio. But it can be difficult to predict if or when the money you invest will provide a return. Here are a few things you should know about collectibles before investing in them. Not all collectibles are valuable. Some … Read more
Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not only does real estate have the potential to provide a steady income stream, but it can help diversify an investment portfolio and act as a hedge against inflation. If you … Read more
In the final installment of our Resident & Fellow physicians series, we have a number of thoughts about approaching job offers and new employment contracts. Though it goes without saying, where you work is pretty important – but it’s not just about the salary. 66% of resident physicians have reported more than 50 job offers … Read more
In our latest addition to the series, Brad talks about one of the biggest transitions for residents and fellow physicians – your living situation! Whether it’s to buy or rent a home, how much home you can (responsibly) afford, how it affects cash-flow and your other plans, and the biggie – exploring the use of physician … Read more
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