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    Is It Time to Consider Using Whole Life Insurance to Reduce Your Portfolio Risk?

Is It Time to Consider Using Whole Life Insurance to Reduce Your Portfolio Risk?

There’s
a popular phrase used in the investment world, “buy term and invest the
difference.” At least since the 1980s it’s captured the prevailing advice about
life insurance. In fact, since that time, whole life insurance has sometimes received
a bad rap, much of which is undeserved.

More
recently, studies have come out that put a new perspective on whole […]

The Family Physician’s Prescription for Financial Health

You know the
importance of helping your patients enjoy optimal health. But what about you? Specifically,
what are you doing to help ensure your financial health?

Debt
management, tax planning, estate planning, children’s college fund, retirement
planning, and the legacy you want to pass along to your family—these are just a
few of the areas you need to be addressing. […]

By |November 12th, 2019|Uncategorized|0 Comments|
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    How the AAFP Foundation Helps Improve Health Around the World

How the AAFP Foundation Helps Improve Health Around the World

With a vision of improving the health of all people, the American Academy of Family Physicians (AAFP) Foundation’s programs include humanitarian, educational, and scientific initiatives. Along with the donations from family physicians, corporations and others, dividends received from the AAFP Foundation’s subsidiary, AAFP Insurance Services, Inc., make these initiatives possible. The 501(c)(3) organization supports […]

By |September 20th, 2019|Uncategorized|0 Comments|

9 Smart Tax Strategies for Keeping More of Your Money

When it comes to building wealth and preparing for retirement, there are many strategies for saving and investing. One aspect that physicians often do not fully utilize is saving through smart tax strategies. Specifically, you should have a tax strategy that takes advantage of legally allowable tax deductions to retain as much of your […]

The Doctor’s Guide to Financial Freedom

A MoneyWatch article asked, “Is becoming a doctor a million dollar mistake?” They were referring to the high cost of a medical degree, plus the lost decade of earnings at the beginning of a doctor’s career.

While certainly provocative, the question deserves an answer. It depends on how well you prepare for:

The financial burden […]