Staffing & Salary

is the Educational Program Director and a CERTIFIED FINANCIAL PLANNER

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

Articles

Don't be caught off guard when student loan repayment begins.

Beware! Federal student loan payments resume soon

Slideshows

It’s hard enough as private practice doc in today’s reimbursement environment. Medical school debt can make it worse, here are tips to avoid this issue.

Three strategies for paying off your medical school debt

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’ 

Why it’s not an investment and an asset you don’t want your retirement savings to depend on.

Understanding the risks of Crypto

, JD, has practiced law exclusively in the areas of asset protection, risk management and wealth preservation for the last 16 years. He helps protect a national client base with more than $5 billion in personal assets, including several thousand physicians. He is a contributing author to multiple books for physicians and a frequent medical conference speaker and CME presenter. 

Podcasts

Asset protection attorney and regular Physicians Practice contributor Ike Devji and Anthony Williams, an investment advisor representative and the founder and president of Mosaic Financial Associates, discuss the impact of COVID-19 on high-earner assets and financial planning, impending tax changes, common asset protection and wealth preservation mistakes high earners make, and more. 

Asset Protection and Financial Planning

Emergency funds, retirement accounts, and more. 

2021 year-end financial planning checklist

Many high-earning physicians find that taking advantage of a donor-advised fund is often a simple and tax-savvy way to make charitable contributions.  

Donor-Advised Funds: Top five benefits for high-earning physicians

Disability insurance protects your most valuable asset—your ability to practice and earn an income in your specialty field.

Disability insurance is likely worth the added expense

Alfredo Rosing is the Vice President of Marketing at Greenbox Capital®. 

With over 25 years of combined experience in marketing and financial services, Alfredo is an expert on innovative financial technologies with a passion for connecting consumers and businesses with socially responsible funding. Prior to joining the Greenbox Capital team, Alfredo launched an award-winning online lender that was recognized as the winner of the 2017 Fintech Awards US Firm of the Year for Lending Innovation Award. Alfredo is a graduate of Southern New Hampshire University with a BS in Marketing.

The best medical practice loan ultimately depends on your goals and your practice’s creditworthiness. 

Six medical practice funding and physician business loan options

These plans can offer a variety of potential benefits that go beyond their traditional role. 

Using a 529 Plan for estate planning 

Samuel Giordano, M.DD., is a practicing gastroenterologist, author, real estate investor, and co-founder of 

 a website designed to help physicians and other high-income professionals at vetting passive real estate syndication deals. 

His ultimate goal for himself and others is financial freedom and to live the life of our choosing on our own terms. 

Personal Finance