The Prescription for Financial Health An Authoritative Guide for Physicians by Joel Blau and Ron Paprocki
Developed to help physicians gain a better understanding of the essential elements of personal financial planning, this effort emphasizes the plan and process of structuring strategic long/short term goals, investment options and portfolio management to get practitioners to their ultimate goal -- lasting financial independence.
Hazard Protection: Protecting Your Most Important Asset Emergency Funds Liquid Investments Non-liquid Investments Tax Shelters
Strategic Planning
Compound Interest Inflation and Taxes Taxation
Investment Vehicles
Owning or Loaning Cash Equivalents Bonds Real Estate Stocks Indices Sub-Asset Classes International Investing
Acquiring Assets
Individual Securities Exchange Traded Funds Managed Mutual Funds Load Mutual Funds No Load Mutual Funds Class B Shares Mutual Funds Differences Bond Funds Bonds or Bond Mutual Funds? Socially Conscious Funds Derivatives The Relevance of Fund Size Management Style: Active vs. Passive Investment Websites
Annuities
Variable Annuities Equity Indexed Annuities
Investment Objectives
Investor Profiles Economic Indicators Key Determinants of Performance Adding Stability to Your Investment Portfolio Reducing Risk
Education Planning
Retirement Planning
How Can You Guarantee a Successful Retirement?
Choosing an Efficient Retirement Plan
Defined Benefits Plans Defined-Contribution Plans Money Purchase Pension Plans Profit Sharing Plans Age-Weighted Profit Sharing Plans New Comparability Plans 401 (k) Plans SIMPLE Plans What Plan Offers the Right Fix? Implementing Your Plan Participant Directive Accounts Qualified Plan Distributions Individual Retirement Accounts Distributions Rollovers Avoiding the Early Retirement Withdrawal Penalty Beneficiary Designations Divorce Issues Remarriage Issues
Risk Management
Disability Insurance Life Insurance Term Insurance Permanent Insurance Long-Term Care Insurance Women: A Special Need for Long-Term Care
Asset Protection
Background General Concepts Are You Worth It? Common Misconceptions Mistakes to Avoid Positive Strategies to Consider Insurance Gifts Tenancy by the entirety Debt Shields Bankruptcy Exemptions Transfers or Transfers in Trust: To a Spouse or Child Trust Incorporation Family Limited (not General) Partnerships (FLP) and Limited Liability Companies (LLC) Domestic Asset Protection Trusts Offshore or Foreign Trusts Divorce and Asset Protection Techniques That Do Not Work Case Studies
Estate Planning
Goals Asset Titling Distribution Strategies Legal Documents - Wills Legal Documents - Trusts Beneficiary Designation and Asset Titling Intestacy Probate Advantages of Probate Taxes Power of Appointment Trust Estate Trusts Special Rule Charitable Remainder Trust Qualified Domestic Trust How to Reduce Taxes The Use of Documents Gifting Projected Values of Assets Gifted Irrevocable Insurance Trusts Charitable Gifts: Another Way to Reduce Estate Taxes Paying Estate Taxes
