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- Title
Is Your Financial Plan Running on all 8 Cylinders?
- Authors
Blau, Joel M.; Paprocki, Ronald J.
- Abstract
The author offers financial planning advice for medical practitioners. He mentions key motivators for reviewing a financial plan such as major changes in family situation, the uncertainty of future income, and estate taxes. He explains how estate tax laws like the Reid Tax Relief, affect personal finances, and how current allocation for investments can be maximized for long-term goals such as college tuition or retirement. The author also cites the need for risk management assessment to ensure coverage for life, disability, or malpractice claims.
- Subjects
FINANCIAL planning; PHYSICIANS; INHERITANCE &; transfer tax; PERSONAL finance; INVESTMENTS; RISK assessment
- Publication
AUANews, 2011, Vol 16, Issue 3, p32
- ISSN
1088-7350
- Publication type
Opinion