Resources

Websites

We have created a curated list of highly informative websites for you to check out.

• Life Happens: Unbiased information to help you make smart insurance decisions
• Medical Economics: Helps physicians achieve success in their practices, careers, and personal lives
• Forbes Advisor: A trusted destination for unbiased personal finace advise news and reviews
• Internal Revenue Service (IRS): Check your refund, find forms, publications, and more
• Practical Money Skills: Visa’s award-winning Practical Money Skills program strives to link consumers, educators, banks and governments to the tools and resources they need, helping individuals and communities develop their money management skills.
• The Slott Report: practical, easy to understand information on IRA, retirement, tax, and financial planning topics. Ed Slott is a nationally recognized expert in his field

Articles of Interest

• “5 Things New Physicians Must Know About Individual Disability Insurance” (ThinkAdvisor.com): Medical residents and fellows need income protection, too.
• “A Framework for Working with Foreign-Born Families in the U.S.” — Using this five-question framework will go a long way to help you be effective as you work with foreign-born families in the U.S. (Jane Mepham, 6/7/22)
• The Best Annuities for Income and Growth (Barrons, 8/4/22)

Downloadable Information (PDF)

• DI (Individual Disability Insurance) Protection Just for Physicians — The Guardian Life Insurance Company of America
• Important Information for Those Completing Residency — The Guardian Life Insurance Company of America
• Indexed Universal Life Insurance vs. Contributory Roth IRA: Comparting the Features — United of Omaha Life Insurance Company
• Key Fundamentals of Estate Planning — The Guardian Life Insurance Company of America
• Physician Claims Paid by The Standard — The Standard
• More Than a Paycheck: Discover the Importance of Disability Income Protection — The Guardian Life Insurance Company of America