Financial Planning

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Your Fiscal Rx

This webinar series of personal finance topics is a member benefit for emergency physicians in all stages of their careers.


 

Financial Planning: Exclusive Members-Only Downloads

ACEP offers free downloads about financial planning from presentations by emergency physicians. Many of the recordings were made during ACEP Scientific Assembly.


 

Medical Education Debt/Loan Repayment-Forgiveness

Find information on the problem of medical education debt, how students pay for medical school, debt repayment programs for students and residents, loan programs, and loan deferment programs.


 

Personal Finances Resources from Financial Planning Association (FPA™)

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PlannerSearch.org can connect you with Certified Financial Planners®, nationwide.

ACEP and the Financial Planning Association (FPA™) are now offering financial planning resources to emergency physicians.

FPA connects consumers with financial planners that deliver advice using an objective, client-centered, ethical process.

FPA also offers the following brochures on important financial issues:

Here, you'll find monthly articles, courtesy of FPA, that will help you understand important financial goals for you and your family. For more details or to find other articles about financial planning, please visit the FPA Web site.

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Americans got a minor respite from the ever-escalating cost of a college education in the 2013-2014 school year, as tuition and fees for in-state students at public four-year colleges rose only 2.9%, the smallest one-year increase since 1975-76, according to the College Board.

Most families and households have that person — the caregiver whom others lean on to provide the lion’s share of care when a loved one is stricken by illness, injury, disability and the like. But who’s looking out for the best interests of the caregiver? As heavily as some families depend on that person during times of need, it’s vital that they not only take the necessary planning steps to protect the family financially should the caregiver need care, but also recognize and address the needs of the primary caregiver.

Choosing when to start taking Social Security — at 62, or at the normal retirement age of 66 or 67, or later — is one of a handful of decisions on which a huge sum of money could be riding. “The choices you make [about Social Security] could amount to a $200,000 or $250,000 difference for married couples,” says Nel. “And you have to make sure your choices are the right ones, because if you make the wrong decision, there’s not really anything you can do to fix it.”

In the world of financial services, disclosure is one of the cornerstones of the client-advisor relationship. It means full transparency, whereby all material, relevant facts and information are made clear by the advisor and his or her firm — verbally or in writing — to the client or prospective client. This information needs to be communicated in a manner that the client can fully understand.

  Your Fiscal Rx Quarterly Archives Don't for get to check out the monthly webinars. Click here to learn more. Summer 2012 Seeking the Bottom Line in the Credit vs. Debit Debate Making History: Why It's Wise to Start Building Good Credit Early A Checklist for Your Mid-Year Financial Checkup  

A webinar series of personal finance topics for emergency physicians in all stages of their careers.

The U.S. economy may be recovering, but spenders at all levels are hanging onto their wallets. And travel experts say the vacation deals available last year are still going to be around for stingy travelers this year.

Protecting your vacation isn’t simply about protecting what you spend on airfare, transportation and hotels, though that’s a big part of it. But it’s also about protecting your own health and safety and your home while you’re away.

"Going green" gets plenty of attention for what it does for the environment. But people often forget that environmentally smart behavior can save money as well.

Whether you prepare your taxes yourself or work with a CPA or professional preparer, it's possible to miss key deductions that will save you money for the 2009 tax year.

You've probably heard the pitches for "refund anticipation checks" or "quick tax loans." The official name is refund anticipation loans, or RALs. In tough times, these high-cost loans are a particularly dangerous temptation. Most of the major tax preparation services in the country offer them, making them easy to apply for and they even offer to place the refund amount in a special prepaid credit card instead of your own bank account.

Valentine's Day is a time when couples usually spend money on each other, but not discuss how that money should be spent.

If you’ve never met with a financial planner or if it’s been years since you visited one, there are some important questions you should ask during screening and selection.

With so many investors and their advisors questioning traditional market thinking about index-based investing, exchange traded funds (ETFs) are starting to move beyond their traditional passive index territory into more active management.

- 10/18/2010 lock

In these economic times, many marriages slide into trouble over money.   But when a marriage dissolves, any hint of financial trouble before the divorce has the potential to slide the split parties into disaster.

If you’ve been wavering on spending money for a vacation, remember that vacations can be particularly valuable stress relievers during a tough economy.  By shopping smart and making small adjustments in your spending on the trip, you can decompress without worrying about money too much.

The cost of a serious illness is all it takes to devastate most U.S. households financially. 

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