WiserAdvisor

JULY 3, 2023

Creating a budget can help physicians overcome these issues. A budget can offer you a clear understanding of your income, expenses, and spending habits. A budget is like a snapshot of your financial health. Many physicians do not have a budget to help them plan their finances for every month.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Carson Wealth

DECEMBER 7, 2022

If you’re under significant debt pressure, consider talking with a Certified Financial Planner Professional or an Accredited Financial Counselor who specializes in consumer credit and debt management.   . Establishing Appropriate Insurance Coverage  . Consider online budgeting tools , spreadsheets or even a pen and notebook.

Financial Planner 52

Financial Planner Insurance Retirement Planning Retirement 52

Workable Wealth

OCTOBER 14, 2020

Improper risk management and insurance coverage. This means having at least 3-6 months of living expenses earmarked in a highly-liquid account, maintaining proper insurance coverage, and building the right cash-flow management. This could come in many forms: Negative spending habits.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Risk Management Guru

AUGUST 12, 2020

Close the gaps on those risks by: Ensuring the quality of each contract/contractor that you come in contact with. Verifying and monitoring their insurance coverage for lapses. Is there a reachable balance between safety and budgets? Diversify the location of your partners around the world. What are appropriate limits?

Compliance 52

Compliance Insurance Coverage Risk Management Communication 52