2021
Showing 81–96 of 551 results
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Getting remarried? Understand your spouse’s inheritance rights
November / December 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1009
Abstract: Individuals getting remarried may have very different expectations than they did when they married the first time, especially when it comes to estate planning. For example, a person may feel that his or her new spouse should have more limited rights to assets than those of a spouse in the first marriage. Unfortunately, the law doesn’t see it that way. In nearly every state, a person’s spouse has certain property rights that apply regardless of the terms of the estate plan. This article details a spouse’s inheritance rights. A brief sidebar discusses how living in a community property state changes a spouse’s property rights.
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Mitigate the risks of telemedicine
Fall 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 443
Abstract: It’s likely that telemedicine will be a continuing presence in health care. Although it has many positive aspects, there are two primary areas of risk associated with telemedicine: medical errors and cybersecurity. This article discusses these risk areas and ways to mitigate them.
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Defining and implementing the role of a medical assistant
Fall 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 575
Abstract: Medical assistants (MAs) typically engage in a broad range of activities within a medical practice. They may perform clinical duties, such as taking medical histories and explaining treatments to patients. They also often perform administrative duties, such as answering the phone, welcoming patients, using computer applications, and updating and filing medical records. This article explains how an MA can contribute value to a medical practice.
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Is outsourcing right for your practice?
Fall 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 645
Abstract: In a rapidly changing health care climate, it pays to put all options on the table when considering improvements to a medical practice. Some of the ways practitioners traditionally have done business may be holding the practice back. This article suggests physicians might want to consider outsourcing some activities to ensure their practices continue to thrive.
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7 ways to improve patient satisfaction surveys
Fall 2021
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 785
Abstract: Increasingly, physician reimbursement is being affected by patient satisfaction scores. Medicare payments and reimbursement rates are linked to patient satisfaction scores, specifically via the Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHPS) scoring system. This article points out that while nothing can be done about predetermined HCAHPS survey questions, medical professionals do have some control over patient surveys. A sidebar provides some tips for improving patient satisfaction.
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Why investors should care about market cap
November / December 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 376
Abstract: There are many ways to diversify an investment portfolio. But one important diversification strategy that some investors overlook is size, as measured by market capitalization. This short article makes the case for spreading assets among large-cap, mid-cap and small-cap stocks.
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A look at the Roth IRA five-year rule
November / December 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 575
Abstract: To ensure that Roth IRA withdrawals are tax- and penalty-free, it’s critical to comply with the so-called five-year rule. This article reveals that there are actually two separate five-year rules: One for withdrawals of earnings and one for withdrawals of converted principal. It explains why the rules can be hard to follow.
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Welcome to the gig economy! Now, calculate your taxes
November / December 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 589
Abstract: Just like employees, “gig” workers are expected to pay their share of income tax. But calculating income tax as an independent contractor isn’t always simple. This article provides, tips, covering quarterly IRS payments, reporting Form 1099 income and deducting business-related expenses.
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Worried you don’t have enough to retire? Consider working a little longer
November / December 2021
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 913
Abstract: A recent study confirms what financial advisors have been saying for years: People who extend their work life — even for a short time — can enjoy a lot more retirement income. This article explains why and discusses other benefits of working longer such as maximizing Social Security benefits and reducing health care costs. A sidebar examines whether retirees should follow the “4% rule” when withdrawing from retirement savings.
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Bank Wire – CFPB issues guidance on unauthorized EFTs
Fall 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 425
Abstract: This brief summary of recent trends in banking highlights Consumer Financial Protection Bureau answers to FAQs on unauthorized electronic fund transfers and discusses a Federal Reserve tool that simplifies CECL implementation. It also notes the OCC’s intention to rescind a 2020 Community Reinvestment Act rule.
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Maintaining internal controls in a post-pandemic environment
Fall 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 516
Abstract: Internal controls are the lifeblood of a bank’s risk management system. Weak or ineffective controls can lead to operational losses and expose a bank to a higher risk of fraud. This article points out that as we continue to recover from the COVID-19 pandemic, banks need to assess the pandemic’s impact on their internal control systems and make appropriate adjustments.
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Keep your customers satisfied
Fall 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 591
Abstract: Over the past few years, community banking has withstood rapid technological changes, unprecedented economic challenges during a pandemic and new demands from its customer base. This article explains that to maintain profitability amidst all this turmoil, banks need to ensure that they retain their existing customers. This article suggests three fundamental questions to help improve customer satisfaction and retention.
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UDAAP resurfaces – Is your bank in compliance?
Fall 2021
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 886
Abstract: During the COVID-19 pandemic, many banks changed the way they do business by reducing lobby hours, closing branches, and relying more on mobile banking apps and online transactions. This article notes that in light of recent Consumer Financial Protection Bureau changes signaling a return to more aggressive enforcement, it’s a good idea for banks to review their unfair, deceptive or abusive acts or practices (UDAAP) compliance policies and update them to reflect current business practices.
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Lending to older entrepreneurs can be profitable
October / November 2021
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: Older and experienced entrepreneurs have handled far more personal and professional challenges than younger entrepreneurs, and may have more tried-and-tested tools at their disposal to address the inevitable challenges of starting and managing a new business. This article looks at the advantages of lending to entrepreneurs in their 40s, 50s and 60s.
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Use a loan-pricing model for a win-win
October / November 2021
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 571
Abstract: In the current volatile economy, due diligence is critical. Lenders can’t afford to neglect important factors like cost, risk and desired return. This article explains that a loan-pricing model can help ensure analyses are well-founded and objective. The article notes that risk-based pricing can enable lenders to vary interest rates according to borrowers’ risk levels.
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What’s the plan? In an uncertain economy, a business plan is key
October / November 2021
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 649
Abstract: Given the recent experience of the COVID-19 pandemic, businesses clearly need to have some backup strategies in place. Obviously, it’s hard to plan for all possible contingencies. However, lenders need to be vigilant when evaluating potential commercial borrowers. This article suggests some factors lenders should consider as they assess potential borrowers’ business plans.