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Archive for February, 2012

Two Low Cost Approaches For Preventive Health Care

Tuesday, February 28th, 2012, by

What with all the relentless headlines about runaway health care spending, it’s a pleasant surprise to learn that there are two remedies at hand that are shockingly inexpensive and powerfully associated with preventive health care. Well, three actually…I’ll get to the third one later on. The first is aspirin…truly a miracle drug.  Of course, like […]

How Medical Professionals can Improve their Reimbursements

Tuesday, February 14th, 2012, by

  In my wealth management practice, I’ve focused on a narrow niche.  All of my clients are either medical or dental professionals.  This was not part of some grand design on my part, but simply the way my practice evolved over time.  I learned early on that I was not cut out to work in […]

The Wealth Effect on Longevity

Thursday, February 9th, 2012, by

Perhaps you already follow Scott Burns, the nationally syndicated personal finance columnist.  For me, it’s worth the price of the Wednesday paper just to read his column, especially this recent article  As Yogi Berra once said, you can observe a lot just by watching.  So watch as the most affluent live 4.5 years longer than […]

New Year’s Resolutions: Wealth

Friday, February 3rd, 2012, by

As promised, it’s time to look at the wealth side of the equation now that the new year is upon us.  In the years that I have served as a wealth advisor to doctors and dentists I’ve had the opportunity to observe habits of financial hygiene that help explain why ingrained habits of thrift and […]