Money Matters

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.
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 best retirement savings planThere are several options for saving for retirement, but first develop a good understanding of how these retirement accounts work to get the most out of your savings.
Comprehensive analysis is key to plentiful retirement
Comprehensive analysis is key to plentiful retirementFor physicians with 15 or 20 years left to work before retirement, the planning is easy­­–as time is on their side. Adjustments can be made regarding savings rates, age of retirement, and future cash flow needs. When retirement is imminent within three years, the planning options are limited, and physicians must become realistic about what is mathematically feasible as far as generating sustainable cash flow to support their lifestyle. Here are some issues for physicians who are facing retirement within three years or less.