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Financial Planner | November/December 2019
Reduce Volatility And Improve Tax Efficiency Strategies to achieve both of these objectives. Jason M. O'Dell, MS, CWM; and Michael Lewellen, CFP
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Financial Planner | July/August 2019
Financial Planner: Are You Protecting Your Greatest Asset? How to protect two fundamental components of your financial fortress. Jason M. O'Dell, MS, CWM
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Financial Planner | March/April 2019
How to Determine if Municipal Bonds Are Right for You After 2018 tax reforms, are tax exempt bonds less attractive? Jason M. O'Dell, MS, CWM; and Andrew Taylor, CFP
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Financial Planner | January/February 2019
Financial Planner: Three Mistakes to Avoid When Choosing Your Advisors Tips to help you evaluate potential advisors. Jason M. O'Dell, MS, CWM; and Andrew Taylor, CFP
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Financial Planner | September/October 2018
Financial Planner: Time in the Market: More Important Than Timing in the Market A look at the benefits of a long-term plan. Jason M. O'Dell, MS, CWM; and Adam Braunscheidel, CFP
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Financial Planner | May/June 2018
Five Things to Consider Before You Invest in Life Insurance Do you really need life insurance? Jason M. O'Dell, MS, CWM; and David B. Snyder, JD, CLU
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Financial Planner | March/April 2018
Should You Own Real Estate In Your Practice? Five tips for aesthetic physicians considering selling real estate to REIT. David B. Mandell, JD, MBA; and Jason M. O'Dell, MS, CWM
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Financial Planning | November/December 2017
Investment Alternatives to Reduce Portfolio Risk Tips for adjusting investment behavior to reduce risk. Jason M. O'Dell, MS, CWM and Andrew Taylor CFP®
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Financial Planning | November/December 2016
Avoid Financial Gridlock When Partners Disagree Three ideas for every group practice. David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM
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May/June 2016
Are These Three Weaknesses Lurking In Your LLC Or FLP? LLCs and FLPs are only as strong or weak as their operating documents and ongoing compliance management. David B. Mandell, JD, MBA and Jason O'Dell, MS, CWM
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March/April 2016
Dispelling the #1 Myth of Asset Protection Why you can lose assets in a medical malpractice lawsuit. David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM
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January/February 2016
Common Physician Financial Planning Mistakes Are you making one (or both!)? David B. Mandell, JD, MBA and Jason O'Dell, MS, CWM
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September/October 2015
What's New In Retirement Planning? Defined benefit plans can provide larger tax deductions than 401(k)s/profit-sharing plans. Jason O'Dell, MS, CWM; John Kelly, CLU, RHU; and Greg James, CPC, QPA, QKA
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Financial Planning | March/April 2015
PROTECT YOURSELF AGAINST LOSING ASSETS IN CASE OF A DIVORCE How to minimize potential financial pain from a marital split. David B. Mandell, Jd, Mba And Jason M. O'dell, Ms, Cwm
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Financial Planning | September/October 2014
ASSET PROTECTION: A MATTER OF DEGREE How to protect your personal and professional assets. David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM
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Financial Planning | May/June 2014
The Best Asset Protection Implementation Is Not Asset Protection...Is Yours? Of review of plans that will offer protection if needed and help build wealth along the way. David B. Mandell, JD, MBA and Jason M. O'dell, MS, CWM

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