<span itemprop="author">Amarish Dave, DO

Given the tax bracket most doctors are in, reducing their tax burden is a key factor in their investment success and long-term retirement plan. At this time of year, many doctors may not have maximized all of their retirement tax-deferred options. Here…

Early in your career as a physician, with a good income, but often significant debt, physicians can make critical financial planning mistakes that follow them their whole career. Avoid them! Early career physicians face unique financial challenges, fro…

Tax-efficient investing is about preserving your capital by optimizing investment decisions to minimize the tax consequences. This strategy becomes especially crucial when you’re investing for the long term. With their professional management and…

What is disability insurance? Disability insurance, sometimes referred to as income protection or disability income insurance, is a financial safety net designed to replace a portion of your income if you become unable to work due to illness or injury….

Doctors, like all professionals, are not immune to accidents, illnesses, or injuries. While you dedicate your life to improving the health of others, it’s equally important to safeguard your own financial well-being. Disability insurance acts as …

For those of us in the field of medicine, the differential diagnosis method is second nature. It involves considering a list of potential causes (differential diagnoses) for a patient’s symptoms and systematically narrowing down the possibilities…

Let me share a story about Dr. Sarah Mitchell. Dr. Mitchell, like many of us, started her career with a resident’s salary, which was around $40,000 per year. After completing her residency, she received an enticing offer as an oncologist with an …

For most doctors, hiring a financial advisor who understands their needs is important when making investment decisions. We are all busy, and most don’t have the knowledge to make good investment decisions. However, some have the time, and get edu…

Many of us own our practices and the buildings in which we work. Well, this is one way to understand investing in REITs. Real estate investment trusts (REITs) are investment vehicles that cover many sectors, including health care and many other industr…

I can’t believe it is the last quarter of 2023 already. As the end of the year approaches, many doctors are busy with patients trying to get in for procedures as deductibles get met. It’s also a crucial time to consider what’s going t…