Financial Planning for Physicians and Healthcare Professionals 2002

Financial Planning for Physicians and Healthcare Professionals 2002 PDF

Author: David Edward Marcinko

Publisher: Aspen Publishers

Published: 2001-11-02

Total Pages: 880

ISBN-13: 9780735527553

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In the era of managed care, every physician--and every CPA advising physicians--needs this financial survival handbook. You'll learn the fundamental concepts of financial planning, how to maintain a profitable practice, The essentials of insurance planning, medical risk management issues, how to overcome tax dilemmas, investment planning techniques, asset protection strategies, and more. The accompanying CD-ROM features the forms, tables, charts, spreadsheets, graphs, and other sample documents used in the text, including net worth statement preparation documents and sample financial plans.

Financial Planning Handbook for Physicians and Advisors

Financial Planning Handbook for Physicians and Advisors PDF

Author: David Edward Marcinko

Publisher: Jones & Bartlett Learning

Published: 2005

Total Pages: 350

ISBN-13: 9780763745790

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Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.

Comprehensive Financial Planning Strategies for Doctors and Advisors

Comprehensive Financial Planning Strategies for Doctors and Advisors PDF

Author: David Edward Marcinko

Publisher: CRC Press

Published: 2014-12-09

Total Pages: 748

ISBN-13: 1482240289

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Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Financial Planning for Physicians and Healthcare Professionals 2002

Financial Planning for Physicians and Healthcare Professionals 2002 PDF

Author: David E. Marcinko

Publisher: Aspen Publishers

Published: 2001-11-02

Total Pages: 884

ISBN-13: 9780735527553

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In the era of managed care, every physician--and every CPA advising physicians--needs this financial survival handbook. You'll learn the fundamental concepts of financial planning, how to maintain a profitable practice, The essentials of insurance planning, medical risk management issues, how to overcome tax dilemmas, investment planning techniques, asset protection strategies, and more. The accompanying CD-ROM features the forms, tables, charts, spreadsheets, graphs, and other sample documents used in the text, including net worth statement preparation documents and sample financial plans.

2001 Financial Planning for Physicians and Healthcare Professionals

2001 Financial Planning for Physicians and Healthcare Professionals PDF

Author: David Edward Marcinko

Publisher: Aspen Publishers

Published: 2000

Total Pages: 0

ISBN-13: 9780156070287

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2001 Financial Planning for Physicians and Healthcare Professionals delivers detailed financial planning guidance to physicians and other healthcare professionals in an increasingly complex investment tax environment. The guide covers fundamentals of personal financial planning, medical practice management, medical practice enhancement, investing, medical risk management, tax planning, physician asset protection, retirement, estate planning techniques, special situation planning, and choosing a financial advisor.

Physicians Financial Checkup

Physicians Financial Checkup PDF

Author: Brent T. Boden

Publisher: Fulton Books, Inc.

Published: 2023-07-26

Total Pages: 140

ISBN-13:

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BRENT T. BODEN This book offers a quick and easy reference guide for busy healthcare professionals in getting a grasp on their personal finances. It outlines how financial security is a complementary part of the education a medical student should be receiving from the early stages of their career training through retirement and leaving a legacy. You will learn about financial planning strategies, how to ascertain simple, actionable goals, and what steps you can take to make your financial dreams a reality. Beginning with simple budgeting techniques, managing, and paying off student debt more effectively, and building your wealth strategically, you will learn the building blocks to successfully navigate to reach your goals. This book guides you through many of the financial topics you need to know for the busy medical professional to achieve financial freedom!

Financial Planning Basics for Doctors

Financial Planning Basics for Doctors PDF

Author: Marshall Weintraub

Publisher: Archway Publishing

Published: 2019-01-25

Total Pages: 389

ISBN-13: 148087213X

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Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

Dictionary of Health Economics and Finance

Dictionary of Health Economics and Finance PDF

Author: David E. Marcinko, MBA, CFP, CMP

Publisher: Springer Publishing Company

Published: 2006-08-21

Total Pages: 374

ISBN-13: 0826103391

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Designated a Doody's Core Title! "Medical economics and finance is an integral component of the health care industrial complex. Its language is a diverse and broad-based concept covering many other industries: accounting, insurance, mathematics and statistics, public health, provider recruitment and retention, Medicare, health policy, forecasting, aging and long-term care, are all commingled arenas....The Dictionary of Health Economics and Finance will be an essential tool for doctors, nurses and clinicians, benefits managers, executives and health care administrators, as well as graduate students and patientsÖ With more than 5,000 definitions, 3,000 abbreviations and acronyms, and a 2,000 item oeuvre of resources, readings, and nomenclature derivativesÖ it covers the financial and economics language of every health care industry sector." - From the Preface by David Edward Marcinko

Dictionary of Health Insurance and Managed Care

Dictionary of Health Insurance and Managed Care PDF

Author: Hope Rachel Hetico, RN, MHA, CMPTM

Publisher: Springer Publishing Company

Published: 2006-03-22

Total Pages: 373

ISBN-13: 0826149936

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Designated a Doody's Core Title! To keep up with the ever-changing field of health care, we must learn new and re-learn old terminology in order to correctly apply it to practice. By bringing together the most up-to-date abbreviations, acronyms, definitions, and terms in the health care industry, the Dictionary offers a wealth of essential information that will help you understand the ever-changing policies and practices in health insurance and managed care today.