Embezzlement: Don't Let it Happen to You!
March 2005
A continuing series of practice management columns to educate OFP's on effective financial management. Subject areas: diversity and accountability and twelve simple rules.
Three Steps to Improve Financial Outlook
May 2004
Understanding the three steps of the Financial Mindset and getting staff involved just might improve your financial outlook. Subject areas: capturing charges, revenue recovery, and profitability.
Make The Most Of Your Practice Financial Performance
September 2004
Begin by examining these four areas of your practice: Collection ratio, total accounts, receivable, procedure production and revenue income and expenses.
United State Treasury Series I Bonds
February 2002
I Bonds are designed for investors seeking protection and a “real” rate of return.
Anybody Saving For College Would Be Crazy Not To Consider Section 529 Plans
May 2002
Practical information for family physicians interested in exploring the 529 college savings option.
Sell Your House Tax-Free
June/July 2002
The tax-free sale of your residence provides a major tax break under federal tax laws.
Moody's
Check your insurer's current rating from these independent agencies. The stronger the rating, the more likely the company is to make good on its current and future obligations.
Insurance Information Institute
Constructive advice on auto, health, home, business, life, disability and other types of insurance from the organization whose mission is to improve public understanding of insurance—what it does and how it works.
National Association of Insurance Commissioners
Verify whether an insurance professional and his or her company are licensed to do business in your state. Do both have a clean record? Is the company licensed to sell the particular type of insurance you're interested in, and is the agent a legitimate representative of the company?
Group Insurance Plans ACOFP offers Group Insurance Plans designed specifically for you to obtain comprehensive protection for yourself, your staff and your family. Plans include 10-year group term life; disability income plan; customized and short-term major medical; catastrophic major medical insurance; and long-term care plan.
Loans
Loan Consolidation ACOFP and College Loan Corporation, ACOFP’s student loan partner, are pleased to offer a VIP program to help members like you save time and money on your student loans. By consolidating today, you will lock in low federal interest rates and cut your monthly payments by up to 45%.
Interest Rate
Bankrate.com
Find the best rates in your area on loans, mortgages, CDs, savings accounts and more. Website
Bonds
Bond Market Association
This site supplies a comprehensive education on the world of bond investing as well as prices of municipals, corporates, and Treasuries.
Mutual Funds/Money Market/Stocks
Morningstar
The premier site for all kinds of mutual fund information, both on specific funds and in general. Morningstar publishes educational information on topics ranging from college savings, to tax planning, to wealth management. Maintain and monitor your own fund and stock portfolios here.
IMoneyNet
Search for the best money market mutual fund rates, both taxable and tax-free; learn the basics of money market fund investing.
Real Estate
Paragon Real Estate and Moving Services Paragon Real Estate Resources is pleased to offer real estate and moving services to ACOFP members. You can receive cash back rebates up to $3,600 for buying/selling a home through Paragon’s network of professional brokers, as well as mortgage cash back rebates of $50 for every $10,000 borrowed through Paragon Financial Mortgage, with free pre-approval and no origination or lending fees (where allowed by law). You will also receive a free one-year home warranty.
Internal Revenue Service
Used by both consumers and professionals, this site features tax forms, instructions and publications, as well as a wealth of tax information for individuals and businesses. Nolo Taxes & Audits
If you have problems with your taxes, this self-help legal information Web site explains how to deal with the IRS.
