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So far Dan Altieri has created 23 entries.

Physicians: Use Care When Selecting a Financial Advisor

In our financial discussions, we often talk about safeguards to help physicians protect their income. We share strategies for using insurance products in your retirement and family financial planning.

While we present a lot of ideas, we always encourage you to discuss them with your financial advisor. But how do you select a financial advisor? […]

By |September 15th, 2021|Accounting|0 Comments|

How Millennials are reshaping the life insurance market

Sources:
1. Covid Isn’t Done Changing the Life Insurance Industry Just Yet
2. Study Finds COVID-19 Spurs Greater Interest in Life Insurance
3. How Millennials Are Changing the Life Insurance Game
4. Advisors Still Matter to Life Insurance Customers
5. Study Finds COVID-19 Spurs Greater Interest in Life Insurance

By |September 9th, 2021|Uncategorized|0 Comments|
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    How to Recoup Your Financial Health After COVID-19 Wreaked Havoc on Doctors’ Earnings

How to Recoup Your Financial Health After COVID-19 Wreaked Havoc on Doctors’ Earnings

This past year, the COVID-19 pandemic threat has upended lives around the globe. It’s left few things unchanged—especially when it comes to jobs and income. And even with the extra workload that COVID-19 has brought to some segments of the medical system, many doctors have suffered financially.

According to an October 2020 survey, almost half […]

How Can You Get Life Insurance Quickly?

Taking out term life insurance for your family used to be an arduous, inconvenient ordeal. It required you to submit to a medical exam, give a blood sample and then wait at least 30 days and up to three months for approval. That’s so yesterday!

Now, the power of big data and the sophisticated technology […]

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    Doctors: Don’t Make This Mistake with Disability Insurance

Doctors: Don’t Make This Mistake with Disability Insurance

What if an accident or illness prevented you from practicing medicine for six months or longer? Would your most important asset be protected?

That asset, of course, is your earning power. And whether it’s protected or not depends on the choices you make when buying disability insurance.

There are several considerations when buying disability insurance that […]

Setting up your financial stability after residency

As residency comes to an end, it’s time to start planning your financial future.

Sources:
1. Physician salary report 2021: Compensation steady despite COVID-19
2. What medical residents are paid—and what they really think about their bosses
3. Education Data – Average Medical School Debt
4. Nerdwallet – How to Save for Retirement
5. Doctor Disability – Disability Statistics
6. Empowering […]

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    How to Make the Most of Your Annual Review of Life and Disability Insurance

How to Make the Most of Your Annual Review of Life and Disability Insurance

It’s 2021. Have you scheduled your annual insurance review? Remember, life insurance and disability policies aren’t “set it and forget it” protection.

A lot can happen in a year. Maybe you got married or divorced. Did a child start college? Or perhaps your kids are all graduated and are out on their own. But changes […]

Despite High Earnings, Doctors Face Financial Challenges

Without a doubt, the outbreak of SARS-CoV-2 caught the general public off guard. And even with their understanding of the potential for a pandemic, physicians likely did not expect the shutdowns of 2020. Even medical facilities could not have envisioned hospital tents set up in Seattle and New York’s Central Park for all their […]

By |December 1st, 2020|Financial|0 Comments|

Physicians Over 50, Should You Buy Life Insurance?

“Nothing is certain except death and taxes,” wrote Ben Franklin. There are, however, some unknowns about taxes. For instance, we cannot predict years in advance what the top marginal tax rate will be when we retire and begin to withdraw funds from our tax-deferred retirement accounts.

In other words, the more money you have in […]

Direct Primary Care and Physician’s Insurance Needs

Today, many physicians are moving toward the Direct Primary Care business model. As they do, they are leaving their employers who have until now handled many of their insurance needs.

If you’re making the transition from fee-for-service care, you can forget about dealing with the hassles of your patients’ health insurance. However, while direct primary […]