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AMA Physicians' Guide to Financial Planning

AMA Physicians Guide to Financial Planning: Softbound

Edition/Year: 2007
Publisher: American Medical Association
Softbound,  6" x 9",  400 pages
ISBN#: 978-1-57947-875-9
Item#: OP230107
Authors: Paul H. Sutherland

AMA Physicians' Guide to Financial Planning: Softbound

List Price: $39.95
AMA Member: $29.95

AMA Physicians Guide to Financial Planning is a fundamental go-to resource on all the information physicians need to create a successful financial plan for themselves and their families. This interactive guide also offers solid, common sense tools, including worksheets, sample agreements and a complete glossary of terms.

AMA Physicians' Guide to Financial Planning offers physicians a much-needed reference guide to help make well-informed financial decisions on a multitude of issues with confidence. The convenient tools are tailored to help physicians and their families manage their day-to-day finances.

This guide also provides expert advice on financial planning, saving, investing, self-guided portfolio management, obtaining loans and mortgages, buying and selling real estate, retirement, estate planning and many other aspects of money and investment management. The worksheets, sample agreements and letters, do-it-yourself formulas and extensive glossary of terms help take the guesswork out of complex financial decisions.

AMA Physicians' Guide to Financial Planning covers all aspects of financial planning including:

  • Career Management
  • Balancing Life and Work
  • Time Management
  • Hiring Advisors
  • Homes and Real Estate
  • Hedge Funds
  • Budgeting Time and Money
  • Using Trusts
  • Education Planning
  • Tax Planning
  • Prenuptial Agreements
  • Retirement Investing
  • Investment Management
  • Teaching Children about Money
  • Avoiding Scams
  • Debt Management
  • Retirement Planning
  • Financial Privacy
  • Legacy Planning
  • Growing Net Worth
  • Insurance/ Risk Management

"A masterful achievement combining a holistic approach to life with a clear pathway to the financial and professional steps to follow. This book is the physician's operational equivalent of the PDR It belongs on every physician's desk for a yearly review, and for ready and frequent reference before any significant decisions are undertaken or finalized."

—Bernard L. Schapiro, MD

"Paul has done it again. I am a big fan of his books and this one didn't let me down. This may be the ultimate physicians' guide to financial independence. Paul's unique ability to combine good information with humor and insight make this an easy read. His worksheets and checklists give the physician the fundamentals to make good financial decisions. More than the financial, I appreciate Paul's comprehensive approach to the subject. I have worked with doctors for over 40 years and recognize the issues that are critical to them. He reminds physicians of all the aspects of life that make it a success—a family, spiritual and recreation to name a few."

—John E. Sestina, CFP, ChFC

"To call AMA's Physicians' Guide to Financial Planning a 'guide' is a gross understatement. It is a comprehensive compendium covering an extraordinary range of financial, personal and professional planning topics. With discussions ranging from portfolio management to obtaining a passport, it's unlikely that the reader will have a financial-related question not addressed in the book."

—Harold R. Evensky, CFP, Chairman of Evensky & Katz


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