Joel M. Blau, CFP
Mr. Blau is chief executive officer of MEDIQUS Asset Advisors, Inc., in Chicago. He can be reached at 800-883-8555 or [email protected]
How to minimize estate tax while protecting assets
Asset protection strategies and estate planning techniques often operate in conjunction with each other.
Roth IRA restrictions will lift in 2010
2010 will be a pivotal year for retirement planning, as it will be the first time taxpayers will be able to convert funds in regular IRAs to Roth IRAs, regardless of their income level.
Roth IRA restrictions will lift in 2010
Looking for a financial adviser? With this list of the 150 best financial advisers for physicians, there are plenty to choose from.
How to turn a stock market loss into tax savings
Last year's market selloff led many investors to take advantage of some unique tax planning opportunities.
Are you factoring inflation into your retirement plan?
During our working years, we justify the negative impact of inflation by relying on the expectation that our incomes will rise at levels consistent with or above inflation. Unfortunately, many of today's physicians are experiencing just the opposite.
Timing may be right to re-examine your portfolio
With all of the negative sentiment surrounding the financial markets, is it appropriate to simply avoid them until things improve?
IRS boosts retirement plan contributions in '09
Retirement plan contributions are subject to specific IRS limitations.
Retirement plan options: What you should know
It is important to be aware of the general arrangements (often referred to as "platforms") available for investment management and the alternative methods of compensation for those who are involved in retirement plan accounts.
Tax-deferred annuities offer investor flexibility
Investors seeking a tax deferral strategy or those who wish to create a retirement stream of income they cannot outlive often look to tax-deferred fixed annuities, where taxation on the interest is deferred until distributions are made.
Buy or sell: How should you react to the bear market?
Classifying market movements is easy in hindsight, but how do you know which type of market we are heading into before it happens? The answer is that no one can predict market movements with any consistency.