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A Financial Prescription for Doctors and Dentists
Strategies for Achieving Your Personal and Career Goals
wwwdavidikatzauthorcom
The financial facts of life have never been more important for doctors
dentists and other medical professionals
wwwdavidikatzauthorcom
My wife has been a physician for over 25 years I understand the
pressures and demands that medical professionals deal with every day
~ David I Katz financial advisor
wwwdavidikatzauthorcom
The nations healthcare system is undergoing a dramatic change
Medical professionals need guidance in managing their day-to-day finances setting aside money for the future and achieving their
long-term personal goals
wwwdavidikatzauthorcom
When doctors are in medical school they focus on learning about the human body not finances But residents and new doctors need to
learn how to manage money particularly since high debt loans are a big problem for so many peoplerdquo
~ Stuart L Markowitz MD
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
The financial facts of life have never been more important for doctors
dentists and other medical professionals
wwwdavidikatzauthorcom
My wife has been a physician for over 25 years I understand the
pressures and demands that medical professionals deal with every day
~ David I Katz financial advisor
wwwdavidikatzauthorcom
The nations healthcare system is undergoing a dramatic change
Medical professionals need guidance in managing their day-to-day finances setting aside money for the future and achieving their
long-term personal goals
wwwdavidikatzauthorcom
When doctors are in medical school they focus on learning about the human body not finances But residents and new doctors need to
learn how to manage money particularly since high debt loans are a big problem for so many peoplerdquo
~ Stuart L Markowitz MD
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
My wife has been a physician for over 25 years I understand the
pressures and demands that medical professionals deal with every day
~ David I Katz financial advisor
wwwdavidikatzauthorcom
The nations healthcare system is undergoing a dramatic change
Medical professionals need guidance in managing their day-to-day finances setting aside money for the future and achieving their
long-term personal goals
wwwdavidikatzauthorcom
When doctors are in medical school they focus on learning about the human body not finances But residents and new doctors need to
learn how to manage money particularly since high debt loans are a big problem for so many peoplerdquo
~ Stuart L Markowitz MD
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
The nations healthcare system is undergoing a dramatic change
Medical professionals need guidance in managing their day-to-day finances setting aside money for the future and achieving their
long-term personal goals
wwwdavidikatzauthorcom
When doctors are in medical school they focus on learning about the human body not finances But residents and new doctors need to
learn how to manage money particularly since high debt loans are a big problem for so many peoplerdquo
~ Stuart L Markowitz MD
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
When doctors are in medical school they focus on learning about the human body not finances But residents and new doctors need to
learn how to manage money particularly since high debt loans are a big problem for so many peoplerdquo
~ Stuart L Markowitz MD
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Just like medicine or dentistry financial planning is a specialized
professional discipline Most medical professionals ndash especially those with
active practices ndash lack the time training or inclination to become
experts in the complex global financial markets
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 1 - Understanding the Financial Facts of Life
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 2 - Im a Doctor - Now What
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 3 - Building Good Financial Habits
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 4 - Fundamentals of Investment
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 5 - Guarding Against Financial Risks
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 6 - Approaching Retirement - Key Decisions
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 7 - Enjoying Your Retirement
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 8 - Estate Planning
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Chapter 9 - Conclusion - You Can Do It
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Tools and Tips
bull Personal Stories and Case Studiesbull Glossary of Retirement Termsbull Checklists of Key Documentsbull Avoiding Retirement Scams
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
Resources
bull Sample Physician Employment Agreement
bull Federal Income Tax Brackets and Projected Tax-Deferred Yields
bull 20 Questions to Ask a Prospective Financial Advisor
bull Sample Asset Purchase Form
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society South
Florida Chapter which provides services and support to MS patients and their families and to
Smile Train an international childrenrsquos charity that provides free cleft lip and palate repair surgery to
children
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
about David I Katz Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to todays volatile financial markets I also have a deep understanding of the financial issues facing many doctors dentists and other medical professionals
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
My clients will tell you that I clarify diagnose and prepare a clear path of options for them and their families
~ David I Katz
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
David I KatzAuthor Financial Advisor Speakerbull Named as one of the Best Financial Advisers for
Doctors by Medical Economics Magazine 2011 2012 2013 and 2014
bull Five Star Wealth Manager Award Winner in Florida and NJ 2012 2013 and 2014 by Five Star Professional
bull Named as one of the Best Financial Advisers for Dentists 2012 2013 and 2014 by Dental Products Report
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
free download20 Questions to Ask a Prospective
Financial Advisor
wwwdavidikatzauthorcom
