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Financial Planner | August 2020

Two Investment Options with Upside Potential and Downside Protection: Equity-indexed Life Policies and Structured Notes

Options provide valuable components of a physician’s overall portfolio.

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

Financial Planner | July 2020

Why Has the Market Gone Up When Economic News Looks Grim?

A look at seven factors affecting the market.

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

Financial Planner | June 2020

Six Financial Actions to Take During the COVID-19 Crisis

Tips to help weather the storm and prepare for better days ahead.

David B. Mandell, JD, MBA, and Jason O'Dell, MS, CWM

Financial Planner | May 2020

Staying the Course

What history can tell us about investing during the COVID-19 crisis.

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

Financial Planner | April 2020

Estate Planning Essentials for Physicians of All Ages

Things to do now to prepare.

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

Financial Planner | March 2020

Are You Taking Advantage of Two Everyday Tax-Favored Assets?

Are you taking advantage of two everyday tax-favored assets?

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

Financial Planner | February 2020

Planning Ahead: Saving for the High Cost of College

Should you use a 529 plan?

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

Financial Planner | January 2020

Six Tools to Build Retirement Wealth

A review of retirement planning tools for doctors and an outline of the rules that govern their use.

David B. Mandell, JD, MBA, and Jason O'Dell, MS, CWM

Financial Planner | December 2019

Long-Term Care Planning

Early implementation can reduce family stress while improving wealth protection.

David B. Mandell, JD, MBA, and Jason O'Dell, MS, CWM

Financial Planner | November 2019

The Best Tax Treatment for a Dermatology Practice

S Corp or C Corp in the post-TCJA world?

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

Financial Planner | October 2019

2019 Year-End Tax Planning Tips

A review of steps you can take now to reduce your 2019 tax bill.

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

Financial Planner | September 2019

Protect Your Assets in Case of Divorce: A 2019 Perspective

What you need to do now to ensure you’re protected in case your marriage dissolves.

David B. Mandell, JD, MBA, and Jason O'Dell, MS, CWM

Financial Planner | August 2019

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A smart strategy you may not be considering.

Jason O'Dell, MS, CWM; Carole Foos, CPA; and David B. Mandell, JD, MBA

Financial Planner | July 2019

Are You Paying Too Much In Taxes?

How a common tax mistake can cost you thousands.

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

Financial Planner | June 2019

The Advisor Advantage

Seven benefits your advisor should bring to your portfolio.

Bob Peelman, CFP, and David B. Mandell, JD, MBA

Financial Planner | May 2019

Tax Day Tips: Plan Now For April 2020

Steps you can take now to potentially save money next year.

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

Financial Planner | April 2019

Is Your Practice’s Retirement Plan a Liability Trap?

Why A 401(k) can cause liability for dermatologists and how to mitigate this risk

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

Financial Planner | March 2019

Be Flexible in Your Financial Planning

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

Financial Planner | December 2018

Four Common Pitfalls in a Dermatology Practice's Retirement Plan

How to identify and avoid common mistakes.

David Mandell, JD, MBA and Adam Braunscheidel, CFP

Financial Planner | November 2018

2018 Year-End Tax Planning

Tips and information about a new deduction for business owners.

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