Your Money

A Review of Cash Value Life Insurance

Key success factors every retina specialist should understand.

Jason O’Dell, MS, CWM, and David Mandell, JD, MBA

Four Tactics to Reduce Taxes and Shield Wealth From Liability

Sometimes, you can have the best of both worlds with these financial tips and tricks.

David Mandell, JD, MBA, and Carole C. Foos, CPA

QRPs for the Retina Specialist

While important tools for retirement saving, these plans come with some drawbacks to keep in mind.

David Mandell, JD, MBA, and Adam Braunscheidel, CFP

Success Factors for Employed Ophthalmologists

Tips for leveraging your retirement planning and secondary income sources.

David Mandell, JD, MBA

Know Your Investment Risk Tolerance

Using prospect theory can help you understand how to invest comfortably.

David Mandell, JD, MBA

Shielding Your Home From Potential Liability

This is one asset you want to protect. Here’s how.

David Mandell, JD, MBA

Five Tools to Build Wealth for a Successful Retirement

Physicians have many ways to secure their finances and ensure a happy retirement.

David Mandell, JD, MBA, and Jason O’Dell, MS, CWM

Asset Protection: An Ongoing Priority

The sooner you protect yourself, your practice, and your family, the better.

David Mandell, JD, MBA

Why Time in the Market Matters

Here’s why staying the course during volatility is so important.

David Mandell, JD, MBA, and Adam Braunscheidel, CFP

Consider Two Assets With Special Tax Benefits

Real estate and permanent life insurance are good options when building a wealth plan.

Carole C. Foos, CPA, and David Mandell, JD, MBA

The Why Behind Estate Planning

Like it or not, you need to be ready for the future—here’s how to get started.

Carole C. Foos, CPA, and David Mandell, JD, MBA

Three Mistakes to Avoid When Evaluating Advisors

The relationship with your wealth manager is important and one you should monitor regularly.

Jason O’Dell, MS, CWM, and Andrew Taylor, CFP

A Year-End Portfolio Checklist

These five financial tactics can help you reduce your tax bill.

David Mandell, JD, MBA, and Andrew Taylor, CFP

Tax-Loss Harvesting: A Timely Strategy

Here’s how to leverage market downturns to your advantage.

David Mandell, JD, MBA, and Adam Braunscheidel, CFP

Tips for Long-Term Wealth Management

Here’s a look at why tax diversification is essential.

David Mandell, JD, MBA, and Carole C. Foos, CPA

Considerations For a Sale or Merger

What an ophthalmology practice owner must consider when making this decision.

David Mandell, JD, MBA, and Jason O’Dell, MS, CWM

The Retirement Red Zone

Don’t miss these three steps as you approach the end of your professional career.

David Mandell, JD, MBA, and Andrew Taylor, CFP

Two Investment Options with Upside Potential and Downside Protection

Equity indexed life policies and structured notes can be valuable additions to your portfolio.

David Mandell, JD, MBA, and Robert Peelman, CFP

How to Boost Deductions with a Cash Balance Plan

This form of qualified retirement plan can increase savings while lowering taxable income.

David Mandell, JD, MBA, and Jason O’Dell, MS, CWM

How To Put Low Interest Rates to Work For You

These three tips can help you take advantage of historically low rates.

David Mandell, JD, MBA, and Jason O’Dell, MS, CWM