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NewswireToday - /newswire/ -
Phoenix, MD, United States, 09/27/2005 - Greenbranch Publishing announced its new book for physicians, The Prescription for Financial Health: An Authoritative Guide for Physicians, by Joel Blau, CFP and Ronald Paprocki, JD, CFP, CHBC, paperback, 251 pages, ISBN: 0-9768343-1-6..
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Nancy Collins, President of Greenbranch Publishing, said today, We are very excited about this new book and its timeliness. Physicians, no matter what their age, can benefit from this comprehensive, step-by-step guide to building a successful financial future while doing what they do best, which is taking care of patients.
Unfortunately, while getting their medical training, most physicians had no time to take accounting and finance courses. Their goals were on building their clinical knowledge. As a result, many physicians are unprepared to handle their financial future in a proactive way. Without any tricks or gimmicks, this book provides the data and commonsense financial planning strategies they can trust. Collins added.
The book focuses on financial issues facing physicians today, namely:
Achieving financial objectives even in the face of declining practice income
Protecting current assets from potential lawsuits or other losses.
Maximizing the value physicians receive from their circle of personal investment, insurance, and legal advisors.
The authors provide no tricks, no gimmicks, just commonsense financial planning strategies and expert knowledge that work. All chapters are designed specifically for the physician-reader.
The authors, Joel M. Blau and Ronald J. Paprocki are the founders of MEDIQUS Asset Advisors, Inc. (mediqus.com), a national financial advisory firm, based in Chicago, serving physicians and health care professionals. Before starting MEDIQUS, they were Vice Presidents for AMA Investment Advisers, an affiliate of the American Medical Association.
In an interview today, Blau and Paprocki said their plan was to provide logically organized chapters, which are written in plain English, to help physicians plan, execute, and follow-through on the right choices to a sound financial future.
We wrote this book to provide practical information on insurance, retirement plans, as well as moving on to more sophistication financial concerns such as debt and equity investment vehicles, portfolio management, risk management and estate planning, claims Blau.
Here is the book Table of Contents:
Designing an Efficient Financial Plan
Hazard Protection: Protecting Your Most Important Asset
Emergency Funds
Liquid Investments
Non-liquid Investments
Tax Shelters
Strategic Planning
Compound Interest
Inflation and Taxes
Taxation
Investment Vehicles
Owning or Loaning
Cash Equivalents
Bonds
Real Estate
Stocks
Indices
Sub-Asset Classes
International Investing
Acquiring Assets
Individual Securities
Exchange Traded Funds
Managed Mutual Funds
Load Mutual Funds
No Load Mutual Funds
Class B Shares
Mutual Funds Differences
Bond Funds
Bonds or Bond Mutual Funds?
Socially Conscious Funds
Derivatives
The Relevance of Fund Size
Management Style: Active vs. Passive
Investment Websites
Annuities
Variable Annuities
Equity Indexed Annuities
Investment Objectives
Investor Profiles
Economic Indicators
Key Determinants of Performance
Adding Stability to Your Investment Portfolio
Reducing Risk
Education Planning
Retirement Planning
How Can You Guarantee a Successful Retirement?
Choosing an Efficient Retirement Plan
Defined Benefits Plans
Defined-Contribution Plans
Money Purchase Pension Plans
Profit Sharing Plans
Age-Weighted Profit Sharing Plans
New Comparability Plans
401 (k) Plans
SIMPLE Plans
What Plan Offers the Right Fix?
Implementing Your Plan
Participant Directive Accounts
Qualified Plan Distributions
Individual Retirement Accounts
Distributions
Rollovers
Avoiding the Early Retirement Withdrawal Penalty
Beneficiary Designations
Divorce Issues
Remarriage Issues
Risk Management
Disability Insurance
Life Insurance
Term Insurance
Permanent Insurance
Long-Term Care Insurance
Women: A Special Need for Long-Term Care
Asset Protection
Background
General Concepts
Are You Worth It?
Common Misconceptions
Mistakes to Avoid
Positive Strategies to Consider
Insurance
Gifts
Tenancy by the entirety
Debt Shields
Bankruptcy Exemptions
Transfers or Transfers in Trust: To a Spouse or Child
Trust
Incorporation
Family Limited (not General) Partnerships (FLP) and
Limited Liability Companies (LLC)
Domestic Asset Protection Trusts
Offshore or Foreign Trusts
Divorce and Asset Protection
Techniques That Do Not Work
Case Studies
Estate Planning
Goals
Asset Titling
Distribution Strategies
Legal Documents - Wills
Legal Documents - Trusts
Beneficiary Designation and Asset Titling
Intestacy
Probate
Advantages of Probate
Taxes
Power of Appointment Trust
Estate Trusts
Special Rule Charitable Remainder Trust
Qualified Domestic Trust
How to Reduce Taxes
The Use of Documents
Gifting
Projected Values of Assets Gifted
Irrevocable Insurance Trusts
Charitable Gifts: Another Way to Reduce Estate Taxes
Paying Estate Taxes
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