Jeff Witz

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
[Video] Prescription for financial health: Tips for early-stage physicians (part 1 of 4)In this video, Jeff Witz, CFP, outlines the common characteristics found in financially successful physicians and shares basic financial concepts.
[Video] Prescription for financial health: Risk management (part 2 of 4)In this video, Jeff Witz, CFP, discusses Economic Life Value as well as life and disability insurance.
[Video] Prescription for financial health: Accumulation/investments (part 3 of 4)In this video, Jeff Witz, CFP, explains "loanership" and "ownership" investment assets and shares the top five reasons for investment loss.
[Video] Prescription for financial health: Asset protection (part 4 of 4)In this video, Jeff Witz, CFP, outlines common asset protection strategies and discusses estate taxes.
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.