SPOTLIGHT -
Urology Times Money Matters: Estate Planning mistakes to avoid
A list of potential estate planning mistakes you can help avoid with professional guidance.
Urology Times Money Matters: Alternative Investments
Cryptocurrency, nonfungible tokens, and marijuana stocks: Should you add alternative investments to your portfolio?
With the markets pushing record highs, how should you react?
Sticking to your investment strategy can help avoid emotion-driven decisions.
What to look for in an employment benefits package
CME reimbursement amount and 401(k)/401(b) are among elements to consider.
Tax code in 2021: Take note of these changes
Among the changes are increases in phase-out ranges for traditional and Roth IRAs.
Saving for your child’s future: What should you consider?
529 plans and trusts help save and manage money destined for your children.
Close out 2020 with these key financial planning tasks
Now is the time to assess your emergency fund and update beneficiaries.
Financial news: What does it mean and how can it help you?
Reports on indexes and averages can help benchmark stock performance.
How the SECURE Act affects inherited IRAs
Legislation sets 10-year withdrawal window for nonspouse beneficiaries.
The business of urology: Reducing required minimum distributions in retirement accounts
Converting funds to Roth dollars is among the most effective strategies.
How to fill the gap between retirement, Social Security
Withdrawals from pretax retirement accounts are among the ways to bridge your income, according to Jeff Witz, CFP.
How modern portfolio theory can help meet your financial goals
"[A study by Harry Markowitz] found that more than 90% of your long-term investment success is determined by asset class selection," writes Jeff Witz, CFP.
CARES Act: Here’s what physicians should know
The bill provides coverage of nonreimbursable expenses attributed to COVID-19, writes Jeff Witz, CFP.
COVID-19 and market fluctuation: What you should do
Avoid making decisions motivated by emotion and fear, advises Jeff Witz, CFP.
I made an excess contribution to my Roth IRA; how do I fix it?
"An excess contribution into a Roth IRA can be a hassle, but it is correctible. The sooner you fix the error, the less painful and less expensive the process will be," writes Jeff Witz, CFP.
IRS releases updates for 2020; here’s what you need to know
"Contribution limits increased for 401(k)s, 403(b)s, and most 457 plans to $19,500, up from $19,000 in 2019," writes Jeff Witz, CFP.
Self-employed? Here’s how you can save for retirement
"If you are self-employed, a solo 401(k) is an excellent option for saving for retirement," writes Jeff Witz, CFP.
Inherited retirement accounts: What are your options?
Avenues for taking distributions vary according to the decedent’s age.
As 2020 approaches, it’s time to review your financial strategies
"This time of year presents the perfect opportunity to review and possibly adjust your financial planning strategies," writes Jeff Witz, CFP.
How term life insurance can help ensure financial goals are met
"If your life insurance needs are temporary, then term insurance is likely the most appropriate vehicle," writes Jeff Witz, CFP.
Setting up a trust confers several financial advantages
Trusts provide management of assets while minimizing probate expenses, according to Jeff Witz, CFP.
When getting married, don’t forget financial planning
Work out decisions on combined accounts and long-term goals before the big day, advises Jeff Witz, CFP.
Avoid these six mistakes that can hinder your financial goals
Procrastination and lack of an investment strategy can jeopardize long-term success.
How to assemble your financial professional network
"It is important you find individuals you trust who have the expertise to assist you," Jeff Witz, CFP, advises.
The pros and cons of buying vs. renting your home
Ownership has advantages, but debt levels and contracts are considerations, according to Jeff Witz, CFP.
Why you should resist the urge to sell in a down market
"When markets are down significantly, investors commonly feel a sense of panic or fear they are losing everything they have accumulated," writes Jeff Witz, CFP.
How the 2017 tax law will affect your filing this year
As you prepare your 2018 taxes, here some big changes from the Tax Cuts & Jobs Act you should pay attention to.
2019 ‘to-do list’: Reduce debt, contribute to retirement plans
Include disability insurance and estate planning on your financial checklist for this year, advises Jeff Witz, CFP.
How to make sense of the IRA aggregation rule
The rule must be applied when making a distribution from non-Roth IRA.
Flexible spending vs. health savings accounts: How to choose
"Health care flexible spending accounts (FSAs) and health savings accounts (HSAs) are great ways to pay for medical, dental, and vision expenses," writes Jeff Witz, CFP.