Author | Julianne F. Andrews, MBA, CFP®, AIF®

Financial Advisor to high net worth individuals including physicians and those at or nearing retirement.

Articles

Six biggest mistakes physicians make when planning for retirement

June 01, 2020

Article

High incomes do not guarantee smart money management.

Noteworthy tax credit opportunities for healthcare providers

April 01, 2020

Article

Looking for ways to reduce your taxable income while contributing to a cause that hits close to home?

Six common asset protection mistakes

March 09, 2020

Article

The top mistakes to avoid to protect your livelihood and lifetime savings. 

Physicians’ biggest financial mistakes

February 11, 2020

Article

Retirement plans, anticipating industry changes, and more.

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