Comprehensive Financial Planning Strategies For Doctors And Advisors
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Comprehensive Financial Planning Strategies For Doctors And Advisors
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Author : David Edward Marcinko
language : en
Publisher: CRC Press
Release Date : 2014-12-09
Comprehensive Financial Planning Strategies For Doctors And Advisors written by David Edward Marcinko and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-12-09 with Business & Economics categories.
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
Financial Planning Basics For Doctors
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Author : Marshall Weintraub
language : en
Publisher: Archway Publishing
Release Date : 2019-01-25
Financial Planning Basics For Doctors written by Marshall Weintraub and has been published by Archway Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-01-25 with Business & Economics categories.
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.
Risk Management Liability Insurance And Asset Protection Strategies For Doctors And Advisors
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Author : David Edward Marcinko
language : en
Publisher: CRC Press
Release Date : 2015-12-22
Risk Management Liability Insurance And Asset Protection Strategies For Doctors And Advisors written by David Edward Marcinko and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-22 with Business & Economics categories.
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
Comprehensive Financial Planning Strategies For Doctors And Advisors
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Author : David Edward Marcinko
language : en
Publisher: CRC Press
Release Date : 2014-12-09
Comprehensive Financial Planning Strategies For Doctors And Advisors written by David Edward Marcinko and has been published by CRC Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-12-09 with Business & Economics categories.
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 PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare
Financial Planning Handbook For Physicians And Advisors
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Author : David Edward Marcinko
language : en
Publisher: Jones & Bartlett Learning
Release Date : 2005
Financial Planning Handbook For Physicians And Advisors written by David Edward Marcinko and has been published by Jones & Bartlett Learning this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Business & Economics categories.
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.
Foundations Of Financial Planning
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Author : Bruce C. Worsham
language : en
Publisher:
Release Date : 2003-10
Foundations Of Financial Planning written by Bruce C. Worsham and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-10 with Business & Economics categories.
Forbes
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Author : Bertie Charles Forbes
language : en
Publisher:
Release Date : 2009-04
Forbes written by Bertie Charles Forbes and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-04 with Business categories.
This business magazine covers domestic and international business topics. Special issues include Annual Report on American Industry, Forbes 500, Stock Bargains, and Special Report on Multinationals.
Financial Planning For Physicians And Healthcare Professionals 2002
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Author : David Edward Marcinko
language : en
Publisher: Aspen Publishers
Release Date : 2001-11-02
Financial Planning For Physicians And Healthcare Professionals 2002 written by David Edward Marcinko and has been published by Aspen Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-11-02 with Business & Economics categories.
In the era of managed care, every physician--and every CPA advising physicians--needs this financial survival handbook. You'll learn the fundamental concepts of financial planning, how to maintain a profitable practice, The essentials of insurance planning, medical risk management issues, how to overcome tax dilemmas, investment planning techniques, asset protection strategies, and more. The accompanying CD-ROM features the forms, tables, charts, spreadsheets, graphs, and other sample documents used in the text, including net worth statement preparation documents and sample financial plans.
Kiplinger S Personal Finance
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Author :
language : en
Publisher:
Release Date : 2005
Kiplinger S Personal Finance written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Finance, Personal categories.
Consultants And Consulting Organizations Directory
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Author :
language : en
Publisher:
Release Date : 2007
Consultants And Consulting Organizations Directory written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business consultants categories.