Conversations about Taxes
I have been listening to local election-related conversations about taxes. In 2021, the Washington State Legislature passed a law creating a tax on the sale or exchange of certain long-term capital assets. The Washington State […] Read More
Want to Help Your Clients Reduce Spending?
Your doctor client says that he wants to accelerate wealth-building. What do you advise? You would love to say, “Spend less!” But that can be a bitter pill for your client to swallow. Further, your clients may tell […] Read More
The 2021 Medscape Net Worth and Debt report
Every year Medscape publishes a survey about physicians’ report of their net worth and debt. You can view the 2021 survey findings here. You may need to sign up for a free Medscape account before you […] Read More
Motown Business Lessons You Can Use Today
I recently saw the documentary Hitsville: The Making of Motown. It addresses the question: How was the legacy of Motown created?I found myself taking out a notepad, because I wanted to capture Berry Gordy’s pearls […] Read More
The Fallen Heroes project
Happy Memorial Day! Every year I tell the story of a friend who honors Fallen Heroes every day. Michael Reagan is an internationally recognized artist who has assisted charities such as Seattle’s Children’s Hospital raise […] Read More
Do You Need to Weed Your Practice?
Gardeners know that weeding promotes the health and growth of the desired plants. How can you weed your practice to optimize the chances that you achieve your business goals this year? Here are twenty questions you […] Read More
Don’t You Just Love Post-it Notes?
I read that Spencer Silver, the inventor of the glue that made Post-it Notes possible, died this week. According to his NYT obituary, “Dr. Silver worked in 3M’s central research laboratory developing adhesives. In 1968 […] Read More
July 1st Marketing Opportunities
July 1st is a red-letter day in the world of medicine. Why? It’s because medical/dental school begins July 1st. That means that doctors advance a step at the end of June. They graduate from medical […] Read More
What Financial Advisors Need to Know about Medical Lawsuits
It was one of those rare evenings when my husband and I were home having dinner together. We looked out the kitchen window to see someone back into the driveway, leave the car running and […] Read More
“What Do I Do When a DOctor Disappears?”
You may have been there yourself. You’re engaged in a conversation with a physician prospect. He seems interested. Then suddenly, he vanishes. When a doctor vanishes, it usually has nothing to do with you. Priorities have […] Read More