Joe Capone, ChFC®, LUTCF - Owner

Joe Capone, ChFC®, LUTCF - Owner

Joe Capone is the owner of OmniMed Financial & Insurance. Joe assists physicians, dentists, and other medical professionals to plan for a secure future.


Homepage: http://www.omnimedfinancial.com

Posts by Joe Capone, ChFC®, LUTCF - Owner

Life Insurance is not a Disposable Product

“Don’t worry about it. We can always get another one.”  (Or maybe not…) We live in an increasingly disposable consumer culture. Many products, from razors to writing instruments, are designed to be used and thrown out – refills and maintenance are too much of a hassle. If something breaks, it’s often cheaper to buy a [...]

DO YOUR FINANCIAL PLANS EXTEND BEYOND YOUR NUCLEAR FAMILY?

Senior-Couple-Reading

Extended Family Issue: Financing Independent Living Arrangements   As they have at every juncture in their lives, the demographics of the American Baby Boom generation are once again changing cultural norms. This time, the change is a “silver tsunami” encapsulated in the term “Senior Living.” Generally classified as the population born between 1946 and 1964, [...]

THE BEST FINANCIAL STRATEGY: IT’S ALL ABOUT INCOME

retirement-income

THE BEST FINANCIAL STRATEGY: IT’S ALL ABOUT INCOME   So many choices, so many voices, so little clarity 21s century technology offers infinite financial possibilities. With a single click from their home computers, individuals can buy shares on a foreign exchange, get competitive quotes for insurance, analyze years of financial data, receive up-to-the-minute reports or [...]

“CAN WE ‘MONETIZE’ IT?”

  In the Internet age, it’s easy for everyone to have a voice, but only a few people have figured out how to get paid for speaking. Those brilliant postings on politics, incisive critiques of entertainment, passionate rants about your favorite sports teams, or hilarious links to stupid human tricks may be great outlets for [...]

Make Sure You’re Fully Covered for a Partial Disability

doctor with partial disability

Make Sure You’re Fully Covered for a Partial Disability By Joe Capone, LUTCF and Rick Warren, MBA Most physicians understand how important it is that their disability policy includes a true “own occupation” definition of total disability with specialty wording because it’s not just their income they’re protecting; it’s also their specialty which generates the income. [...]

MEGA MILLIONS WINNERS TAKE THE LUMP-SUM

lottery

MEGA MILLIONS WINNERS TAKE THE LUMP-SUM (What do they know?) When three tickets matched all six numbers in the Friday, March 30, 2012, Mega Millions lottery drawing, the winners were faced with a wonderful dilemma: How to receive their portion of the record $656 million jackpot? A little background: The announced Mega Millions jackpot is [...]

New Physician’s Guide To Personal Finance

new physician

New Physician’s Guide to Personal Finance Joe Capone, ChFC®, LUTCF  Rick Warren, MBA Jon Rogg, M.D. > Click to view the official New Physician’s Guide to Personal Finance report   To the consternation of young physicians, the general public perception is that all medical practitioners are wealthy, which may be the reason why we hear so [...]

Financial Management for Doctors – What can we do for you?

omnimed financial chalkboard video

Financial Management for Doctors – What can we do for you?     We help physicians, dentists, business owners, and other professionals to plan for today and tomorrow, managing current business and personal finances in the most tax-effective fashion possible while implementing plans to ensure that long-term goals are attained.   Contact us today to [...]

Resident Physicians Vulnerable without Disability Insurance for Physicians

Resident Physician thinking about disability insurance for physicians

Resident Physicians Vulnerable without Disability Insurance for Physicians By Joe Capone, LUTCF and Rick Warren, MBA None of us ever see it coming. It happens in a flash, and suddenly our lives change forever. For Joanne, a second-year resident in ophthalmology, the long hours of residency finally caught up with her when she fell asleep [...]

Medical Students Risk it all without Disability Insurance for Physicians

Medical Students need to secure disability insurance for physicians

Medical Students Risk it all without Disability Insurance for Physicians Written by Joe Capone, LUTCF and Rick Warren, MBA Dr. Lisa has dreamed of becoming an OBGYN since she was four when her mother was pregnant with her baby brother.  She planned her course diligently and did what most medical career aspirants do; she sacrificed, [...]


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