David Zemon

How to form a student loan repayment strategyForming a student loan repayment strategy is not a one-size-fits-all process. What works well for a friend or colleague may not be an effective strategy for you.
Top 12 practice management articles of 2017Our most-read practice management articles covered topics including reimbursement, personal finance, and EHR fraud.
Financial planning: Your year-end ‘to do’ list"The potential GOP tax bill makes it difficult to know exactly how the landscape will look in 2018... nevertheless, there are some items you can take care of before the end of the year that can impact your 2017 taxes and overall financial plan," write Jeff Witz, CFP, and David Zemon.
How to choose between Roth, traditional accounts
How do active and passive fund management differ?
How to choose the right investment strategy
How to choose the right investment strategy"Determining what to invest in should be based primarily on the needs, temperament, and available resources of each individual or family," write Jeff Witz, CFP, and David Zemon.
How to prosper, survive during sky-high marketsWith the U.S. stock market reaching record highs, it’s important to know how to prepare for an eventual fall. Plus, tax credits may be available for tuition payers.
Planning for retirement: How much is enough?When trying to determine how much is enough when saving for retirement, there are many elements that must be considered. Plus, weigh these pros and cons when deciding how long to receive payments from an immediate annuity.
Top 10 tips for getting your finances in orderGetting your finances in order can be overwhelming; here are a few good places to start. Plus, find out if it’s too late to make an IRA contribution.
Lifestyle creep: What is it, and how do you avoid it?