Comprehensive Financial Planning Strategies For Doctors And Advisors

✏Book Title : Comprehensive Financial Planning Strategies for Doctors and Advisors
✏Author : David Edward Marcinko
✏Publisher : CRC Press
✏Release Date : 2014-12-09
✏Pages : 744
✏ISBN : 9781482240290
✏Available Language : English, Spanish, And French

✏Comprehensive Financial Planning Strategies for Doctors and Advisors Book Summary : Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

✏Book Title : Financial Planning Handbook for Physicians and Advisors
✏Author : David Edward Marcinko
✏Publisher : Jones & Bartlett Learning
✏Release Date : 2005
✏Pages : 312
✏ISBN : 0763745790
✏Available Language : English, Spanish, And French

✏Financial Planning Handbook for Physicians and Advisors Book Summary : Managed care and government-led initiatives to control health care costs have decreased physician compensation. Physicians must now carefully plan their practices and seek financial security in a manner that is markedly different from other professionals. To do so, physicians and their advisors must be well informed about the growing range of financial planning options to choose the course that balances risk, cost, time horizon, outcome and their own personal economic style. This innovative guide confronts the reality that personal financial planning for physicians is decidedly more complex than it is in other professions. Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.

✏Book Title : Risk Management Liability Insurance and Asset Protection Strategies for Doctors and Advisors
✏Author : David Edward Marcinko
✏Publisher : CRC Press
✏Release Date : 2015-12-22
✏Pages : 784
✏ISBN : 9781498725996
✏Available Language : English, Spanish, And French

✏Risk Management Liability Insurance and Asset Protection Strategies for Doctors and Advisors Book Summary : It is not uncommon for practicing physicians to have more than a dozen separate insurance policies to protect their medical practice and personal assets. Yet, most doctors understand very little about their policies.Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultant

✏Book Title : Insurance and Risk Management Strategies for Physicians and Advisors
✏Author : David Edward Marcinko
✏Publisher : Jones & Bartlett Learning
✏Release Date : 2005
✏Pages : 332
✏ISBN : 0763733423
✏Available Language : English, Spanish, And French

✏Insurance and Risk Management Strategies for Physicians and Advisors Book Summary : As a consequence of today's litigious environment in the healthcare industry, physicians must now carefully assess their personal and practice risks as they seek to be indemnified should an event or cause of action occur. This process requires integrated knowledge of the healthcare industrial complex, as well as the rapidly changing insurance industry. Fortunately, Insurance and Risk Management Strategies for Physicians and Advisors confronts the reality that insurance planning in healthcare is decidedly more complex than most other businesses or professions and, in an easy-to-understand manner, explains to physicians and insurance professionals the background, theory, and practicalities of medical risk management and insurance planning. Certified Medical Planner® Dr. David Edward Marcinko and his team of contributing authors go into great depth on the growing range of insurance planning options in order to assist physicians, and their advisors, to choose the "right" course that balances risk, cost, time, outcome as well as his or her own personal risk tolerance life style.

✏Book Title : Financial Management Strategies for Hospitals and Healthcare Organizations
✏Author : David Edward Marcinko
✏Publisher : CRC Press
✏Release Date : 2013-09-05
✏Pages : 358
✏ISBN : 9781466558748
✏Available Language : English, Spanish, And French

✏Financial Management Strategies for Hospitals and Healthcare Organizations Book Summary : In this book, a world-class editorial advisory board and an independent team of contributors draw on their experience in operations, leadership, and Lean managerial decision making to share helpful insights on the valuation of hospitals in today’s changing reimbursement and regulatory environments. Using language that is easy to understand, Financial Management Strategies for Hospitals and Healthcare Organizations: Tools, Techniques, Checklists and Case Studies integrates prose, managerial applications, and regulatory policies with real-world case studies, models, checklists, reports, charts, tables, and diagrams. It has a natural flow, starting with costs and revenues, progressing to clinic and technology, and finishing with institutional and professional benchmarking. The book is organized into three sections: Costs and Revenues: Fundamental Principles Clinic and Technology: Contemporary Issues Institutional and Professional Benchmarking: Advanced Applications The text uses healthcare financial management case studies to illustrate Lean management and operation strategies that are essential for healthcare facility administrators, comptrollers, physician-executives, and consulting business advisors. Discussing the advancement of financial management and health economic principles in healthcare, the book includes coverage of the financial features of electronic medical records, financial and clinical features of hospital information systems, entity cost reduction models, the financial future of mental health programs, and hospital revenue enhancements.

✏Book Title : Financial Planning Basics for Doctors
✏Author : Marshall Weintraub
✏Publisher : Archway Publishing
✏Release Date : 2019-01-25
✏Pages : 406
✏ISBN : 9781480872134
✏Available Language : English, Spanish, And French

✏Financial Planning Basics for Doctors Book Summary : Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

✏Book Title : Be Your Own Financial Adviser
✏Author : Jonquil Lowe
✏Publisher : Pearson UK
✏Release Date : 2012-09-26
✏Pages : 432
✏ISBN : 9780273746782
✏Available Language : English, Spanish, And French

✏Be Your Own Financial Adviser Book Summary : Many people stumble through their financial life reacting to events and advice in an ad hoc way. As a result, few choose the most suitable financial products, some fall prey to misselling and many never realise their financial goals. Are you one of them? Be Your Own Financial Adviser shows you how to make sensible financial decisions without the need for expensive advice. Its accessible style, examples and case studies explain and evaluate financial products and put you firmly in control of your own financial well-being. It will advise on how to adopt the best saving, spending and investment strategies, make decisions tax-efficiently, manage risk wisely and protect and enhance your wealth. It also suggests when professional help is a good idea, and shows you how to protect yourself against misselling and get the best out of your adviser. Be Your Own Financial Adviser will show you how to: Stress-test your financial decisions Take advantage of legal tax breaks Achieve your financial goals Manage and preserve your wealth Accessing financial products and services is not difficult - there is no shortage of commercials, advertisements, direct mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money. But choosing which products are right for you can be a hit and miss approach. Good financial planning requires a systematic strategy. You should start by assessing your own particular circumstances, attitudes and timescales and then work out how you can implement your strategy on a long term basis. Let Be Your Own Financial Adviser be your guide to making better financial decisions. It includes advice on the following: Financial planning Do you need an adviser? Protecting your income Providing for your family Health and care Somewhere to live Building a pension Retirement choices Saving and investing Managing your wealth Passing it on

✏Book Title : Practicing Financial Planning
✏Author : Sid Mittra
✏Publisher : SAGE Publications India
✏Release Date : 2016-08-16
✏Pages : 852
✏ISBN : 9789386062031
✏Available Language : English, Spanish, And French

✏Practicing Financial Planning Book Summary : The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.

📒Wealth Strategies ✍ Todd Duncan

✏Book Title : Wealth Strategies
✏Author : Todd Duncan
✏Publisher : Thomas Nelson
✏Release Date : 2000-07-16
✏Pages : 220
✏ISBN : 9781418557492
✏Available Language : English, Spanish, And French

✏Wealth Strategies Book Summary : We all want to live life to the fullest, but how can we make our dreams become reality? In Wealth Strategies: 9 1/2 Steps to Achieving Physical, Financial, and Spiritual Abundance, author and motivational speaker Todd Duncan offers the way to achieve your dreams of personal fulfillment. In Wealth Strategies, Todd Duncan shares the secrets to balance and abundance in three primary areas of life: the physical, the financial, and the spiritual. Using Todd's proven techniques, practical suggestions, and good old-fashioned common sense, you'll discover abundance like you've never known it before. You will learn: How to avoid being hooked on fast foods How to develop exercise habits you can sustain The reason why dieting is the wrong (and counterproductive) way to think How to assess your net worth All about mutual funds How to avoid getting scammed How to take advantage of the new economy The deadly dangers of stress The power of purpose and friendship The laws of prayer, balance, faith, uniqueness, solitude, and wisdom Take control and begin living life to the fullest. Begin a life of wealth today with Wealth Strategies.

✏Book Title : Your Complete Retirement Planning Road Map
✏Author : Ed Slott
✏Publisher : Ballantine Books
✏Release Date : 2008-11-19
✏Pages : 384
✏ISBN : 0307493563
✏Available Language : English, Spanish, And French

✏Your Complete Retirement Planning Road Map Book Summary : This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.” –from Your Complete Retirement Planning Road Map Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning advisor, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map, Slott’s most essential and accessible book yet, provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and other major accounts. In five helpfully focused sections, Slott combines crucial facts with interactive checklists and questionnaires (those he uses with his own clients) to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover • My Account Inventory: an overview of every retirement savings account you own, whether you’re thirty or sixty-five–from what it is and where it is to who gets it and how, plus where to put important data for easy access and where to store your essential documents (hint: not in a safe-deposit box) • The Account Owner’s Care Solution: how to properly fill out retirement account beneficiary forms so that whatever amount of money is left in your account after you’ve fully enjoyed retirement will go to whomever you choose and not to relatives who suddenly pop up out of nowhere • The Account Beneficiary’s Care Solution: what to do when you inherit so that you won’t lose any of the tax benefits and other opportunities your benefactor has created for you, or make a mistake that could wipe out an inherited fortune that took years to build up • The Special Issues Care Solution: how to handle the out-of-the-box issues that could affect you or your beneficiaries (e.g., life events such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts) • The Follow-up Care Solution: how to keep your planning on track and make adjustments when circumstances change, and how to determine whether your professional retirement advisor is really up to the task of preserving and protecting your money • Plus: the most up-to-date information on tax laws, including the Pension Protection Act of 2006, which provides major new retirement incentives that you can take advantage of Your Complete Retirement Planning Road Map is an indispensable planning solution that is sure to become the standard how-to on a complex subject that is becoming relevant to more people every day. From the Hardcover edition.