Research Catalog
Financial planning handbook for physicians and advisors : an integrated approach
- Title
- Financial planning handbook for physicians and advisors : an integrated approach / David E. Marcinko, editor.
- Publication
- Sudbury, Mass. : Jones and Bartlett Publishers, [2005], ©2005.
Items in the Library & Off-site
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2 Items
| Status | Format | Access | Call Number | Item Location |
|---|---|---|---|---|
| Text | Request in advance | R728.5 .F569 2005 | Off-site | |
Not available - Please for assistance. | Text | Use in library | Off-site |
Holdings
Details
- Additional Authors
- Marcinko, David E. (David Edward)
- Description
- xxxiii, 312 pages : illustrations; 23 cm
- Summary
- "Financial Planning Handbook for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance this book will help physicians and their financial advisors develop an effective long-term financial plan."--BOOK JACKET.
- Subjects
- Bibliography (note)
- Includes bibliographical references and index.
- Contents
- Ch. 1. Bridging financial planning and human psychology / David Edward Marcinko, Eugene Schmuckler, Kenneth H. Shubin-Stein and Richard B. Wagner -- Ch. 2. The economic basis for personal financial planning / David Edward Marcinko, Hope Rachel Hetico and Rachel Pentin-Maki -- Ch. 3. Building a solid foundation with insurance / Gary A. Cook -- Ch. 4. Deciphering personal income tax principles / Charles L. Bucek, Jr. and Thomas P. McGuinness -- Ch. 5. Medical office tax reduction strategies / Thomas P. McGuinness -- Ch. 6. Introduction to investment concepts / Jeffrey S. Coons and Christopher J. Cummings -- Ch. 7. Professional portfolio management / Jeffrey S. Coons and Christopher J. Cummings -- Ch. 8. Milestones in retirement planning / Alexander M. Kimura, Robert J. Greenberg and Richard P. Moran -- Ch. 9. Estate planning and execution / Lawrence E. Howes and Joel B. Javer -- Ch. 10. Selecting financial advisors wisely / Daniel B. Moisand.
- ISBN
- 0763745790 (pbk.)
- LCCN
- 2003026942
- OCLC
- ocm53937819
- SCSB-5173441
- Owning Institutions
- Columbia University Libraries