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is the Educational Program Director and a CERTIFIED FINANCIAL PLANNER

 at MEDIQUS Asset Advisors, Inc. He specializes in wealth management solutions

Articles

How it can actually be a healthy component in an economy’s growth.

Inflation’s impact on consumers and the economy

MBA, CFP®, AIF® began her career in financial planning in 1988 and co-founded Atlanta Financial Associates in 1992, merging into 

in 2020. She specializes in working with physicians and executives in the healthcare industry. Her passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Julie has been featured on Forbes’ list of America’s Top Women Wealth Advisors since 2017 as well as Forbes’ 

Biden’s American Jobs Plan could disproportionately affect high earners.  

Taxes Could Be Rising: What can physicians do about it?

He holds the FINRA Series 7, FINRA Series 63, and FINRA Series 66 licenses, along with licenses for life, disability, and long-term care insurance.

Videos

The difference between these two structures and which is best for independent practices.

LLC vs. S-Corp: What is the best structure for tax savings?

Having a good estate plan can be critical in ensuring that your family is well taken care of after you are gone.

Common estate plan mistakes to avoid

Higher costs could be just the start of myriad problems to come for providers, insurers, and patients alike.  

Inflation: How will it impact you?

Vice President, Population Health Services at Tandigm Health

How practices can establish quality incentives and quality payments.

Establishing quality incentives and payments

Slideshows

The great basic tenet of insurance is to plan for the small possibility of a large loss. Here are some of my other insurance tips for doctors.

Insurance coverage tips for physicians

Planning tips that could help alleviate a higher tax bill for high-earning physicians.

How physicians can tackle potential tax hikes

Executive director of Cumberland ACO in Tennessee and a local market provider engagement administrator for CareAllies. 

Corey has extensive experience in population health operations and works with Cumberland ACO to improve quality, efficiency and patient outcomes by implementing innovative value-based care solutions.

Look for alignments with your practice’s mission, values, and strategic priorities.

How to choose an ACO partner

Physicians in these five states made the highest, on average, compared to their peers.

Finance