It is a new year. That means you have another chance to start over again, to take a fresh look at your finances, and to get on track for the future.
Investment management is all about deciding how best to put your money to work to achieve your financial goals.
It is a fact of life. The current tax system rewards taxpayers who are aggressive with their deductions. To find out what people are deducting, we undertook an informal survey of many of our colleagues who are certified public accountants. We found that a handful of deductions show up repeatedly on the tax returns of those taxpayers who tend to be very aggressive with their deductions. How aggressive are you with the deductions you claim on your income tax return each year?
As a healthcare professional with substantial income—or income potential—you will most likely be contacted by a number of individuals offering various types of financial products and services throughout your career.
Whether you are a physician assistant, medical director, nurse practitioner, pharmacist, executive, or working in another capacity, protecting one’s own income in the event of a disability is one of the core elements of financial planning.

Section 529 college savings plans are tax-advantaged college savings vehicles, and one of the most popular ways to save for college today. Known officially as “qualified tuition programs,” 529 college savings plans have changed the world of tuition savings, much like the way 401(k) plans changed the world of retirement savings a few decades ago. While a 529 plan may be the best vehicle to save for college, you will need to understand the basics in order to make the right choice.

Most people are familiar with the old adage about life’s 2 certainties: taxes, like death, are inevitable. But why pay more in taxes than you have to?
We see a number of changes you might make to improve your financial security, but one item is usually beyond your control: your 401(k) plan.
Financial planning is a process that can help you reach your goals by evaluating the whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

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  • American Health & Drug Benefits
  • The Journal of Hematology Oncology Pharmacy
  • Lynx CME
  • The Oncology Pharmacist