Personal Finance - Page 3

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Charitable Donations: The Picture Matters
Charitable Donations: The Picture Matters
The type of picture that charities use to encourage people to donate makes a big difference.
Have You Met a Poor Doctor?
I haven’t. No, I have never met a poor doctor and I don’t believe I ever will. Let me explain.
My 12-Step Program for Year-End Tax Planning
Have you pushed aside tax planning in 2016? Until Trump changes our tax code, these suggestions can help you save time and money!
It’s Time to Start Planning
Next year will be here before you know it, so start planning now.
Why Build Wealth?
Some physicians think that a commitment to service and a desire to build wealth pull them in different directions. What if wealth gave you the ability to serve in a bigger way and make a bigger impact?
Is There Such a Thing as “Good Advice”?
Good advice – it’s the hardest thing in the world to find, but let’s start with this mental trick from Wharton Professor Rom Schrift. When you are facing any decision among choices, financial, or otherwise, add the option of “do nothing” to the list.
Which Gender Is More Likely to Give to Charity?
When we give to charities, money flows out from our pocket into theirs. This means more for the charities and less for us. The factors that influence this transfer of funds is important to understand as it affects our bottom line if we give.
Financial Planning For End-of-Life: Perspective is Everything
Obviously, perspective is important in financial planning. But end-of-life presents an unknown variable.
Financial Wisdom for Our Age
Sometimes the best money advice doesn’t come from a financial adviser or CPA. Sometimes it comes from… a bumper sticker?

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