AMA Physicians' Guide to Financial Planning / Edition 1

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Overview

AMA Physicians' Guide to Financial Planning offers solid, commonsense tools tailored to help physicians and their families manage day-to-day financial issues.

This interactive guide provides expert advice on financial planning, saving, investing, self-guided portfolio management, obtaining loans and mortgages, buying and selling real estate, retirement, estate planning, and many other aspects of money and investment. Contains helpful worksheets, sample agreements and letters, do-it-yourself formulas, an extensive glossary of terms, and much more.

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Product Details

  • ISBN-13: 9781579478759
  • Publisher: American Medical Association
  • Publication date: 12/1/2007
  • Edition number: 1
  • Pages: 269
  • Sales rank: 593,986
  • Product dimensions: 7.00 (w) x 10.00 (h) x 0.60 (d)

Table of Contents

Dedication ix

The New Yorker cartoon x

Author Bio xi

Acknowledgments xii

Introduction xv

1 Financial Stewardship 1

Developing a Productive Relationship with Money 1

Your Money's Financial Future: A Mission Statement 2

Career Cycles: Early Enthusiasm, Mid-Career Burnout, Mellow Maturity and Choices 4

Medicine for Medical Burnout 8

The Role of Money in Your Life 13

Planning Finances with the Family 15

2 Risk Management 22

Prudence, Intention, and Fiduciary Obligations 22

Keeping Promises 24

Debt Management for Risk Reduction 31

Risk Management Strategies 38

Pre-Nuptial Agreements 42

Income Protection Insurance 45

Life or Death Insurance 51

Insurance on Children 61

Financial Privacy 62

3 Homes and Real Estate 68

Houses versus Homes 68

Double Your Pleasure Triple Your Pain with Debt 70

Selling Your Home 71

4 Children and Education 79

Saving for College 79

529 College Savings Plan 80

Cows Plus Ice Cream Equal College 85

Death and Dying 96

5 Retirement 104

To Work Or Not To Work? 104

First Step: Visualize 107

Second Step: Retirement Budget After You Have Visualized Your Lifestyle 110

Third Step: Estimating How Much You'll Need in Retirement Assets 110

Fourth Step: How Much!? 113

Retirement Chapter's "After Five" Stops 116

$10,000 Windows, $1,000 Chairs and $20 a Month for Starving Kids 117

Estate Planning: Event-driven dispositions 119

Budget Busters 121

Synergy and Tax Planning for Retirement 122

Retirement Plan Specifics 123

Investment Options for Retirement Plans 133

It's Simple 134

Retirement Planning 135

Tax Strategies 136

Tax Deals 137

Fixed Immediate Annuities140

In God We Trust; Others Provide Data 145

6 Invest Wisely 152

Investing with Confidence and the Paradox of If 152

Bottoms and Tops 156

Indexing? Asset Allocation? Run! 159

Diversification Demystified 160

Hedge Funds 162

Hedge Funds: "Regulation Light" 164

7 Guided Do It Yourself Portfolio Management 169

The Importance of an Investment Philosophy 169

Sustainable Portfolios 173

Doing It Yourself 175

Asset Classes 185

100% Funds 190

Pulling It All Together 193

Not Leaving It to Chance 198

Appendices 202

Glossary 229

Index 261

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