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 2019-02-15: No. 4

Term Insurance: Level Premiums vs. Annual Renewable Term

October 15, 2018
If You Are Considering A Level-Premium Term Life Insurance Policy, Compare It To The Rising Premiums Of The Traditional Annual Renewable Term-Type Policy - Especially If:
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Selling The Practice And The Building

October 15, 2018
A Thought For Doctors Selling A Practice Together With The Office Building - Require Outside Financing On The Practice Sale But, If Necessary, Self-Finance
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Young Doctors Saving For Retirement

October 15, 2018
A Thought For Young Doctors - The Old Rule Of Thumb About Saving 10% Of Your Pre-Tax Income Is No Longer Enough; Make It At Least 15-20%: Better yet, make it 25%. Everyone I see retire voluntarily, retires at least well to do.
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Confessions Of A Stock Market Bull - Part 2

October 01, 2018
Why I Don't Sell The Core Holding That Looks Overvalued: If I believe the price is at a temporary peak and could fall (even substantially), as long as I believe the future prospects for the company are sufficiently attractive,
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Promising New Health Insurance Options For 2019

October 01, 2018
Roughly 50% of dental and specialty practices continue to offer traditional group health insurance which is not so surprising considering that premiums continue rising by double digits. Here are some alternatives to consider as we approach the 2019
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Credit Card Processing - Cost-Plus vs. PMS Integrated Processors

October 01, 2018
A Newsletter subscriber and friend asked whether we still like cost-plus credit card processing. Cost-plus means that we, as the merchant, pay the interchange rate, which is the payment to Visa, MC, etc. for the use of their network, plus
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Students Can Claim Tuition Tax Credits That Their Parents Typically Can't

October 01, 2018
These are the American Opportunity Credit based on the cost of the first four years of college and the Lifetime Learning Credit for the following years of college and graduate school.
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Are You Wasting Money On Supplies?

October 01, 2018
For example, in dentistry, we typically see general practitioners and orthodontists spending about 5-10% of revenues on dental supplies. Pediatric dentists tend to be near the lower end
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Confessions Of A Stock Market Bull - Part 1

September 15, 2018
Introduction: Since 1997, when I began my professional career, I have been an unapologetic bull and continue to be. I cannot claim to have spotted all of the trends early on (and I certainly did not expect the market's outsized growth
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Do Not Buy Low Quality Bonds!!

September 01, 2018
While reviewing a retired doctor's investment accounts, we noticed two accounts that owned JC Penny CCC+ junk bonds. If you buy low quality bonds like this, one of three things will happen
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When It Makes Sense To Have Your Spouse On The Office Payroll

September 01, 2018
This is a question that comes up all the time, and the concepts are worth repeating. The rule is that we can pay relatives, like anyone else, reasonable compensation for services rendered. Some doctors are convinced
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Favorable Retirement Plan Designs Are Available Even In Practices With A Huge Number Of Employees

September 01, 2018
Now that the IRS has put the kibosh on 20% pass-through tax deduction for related-party DSOs, some readers who might have been considering this will inevitably look for large replacement tax deductions.
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