Staffing & Salary

, MBA, CFP, AIF is a principal and co-founder of 

. 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’ 

Articles

The big picture goal should be to eliminate as much tax-liability as you can over time

Six questions to answer before preparing 2020 taxes

Basic personal finance issues that can threaten your wealth including both external threats and risky behaviors to avoid.

2021 Asset Protection Part 3 – Personal Finance

Regardless of how 2020 may have gone for you, the great news is that you have the choice to make 2021 your best financial year yet.

Five ways for medical professionals to make 2021 their strongest financial year yet

As 2021 begins, it presents both familiar risks and new challenges never experienced in the lifetimes of most Americans. We start the year by reviewing key measures to help you to manage and survive both. 

Physicians 2021 Asset Protection Checklist – Part 1 

Working with a physician-friendly advisor is crucial for healthcare professionals. 

Choosing a Financial Advisor: Four signs to look out for

Instability in compensation and the massive move of physicians from private practice to employed models could be indicators of trouble ahead for physician compensation.

The unstable future of physicians’ income

Without the proper tax planning strategies in place, a physician could face some costly and unwanted surprises.

Why tax planning matters for your retirement

With the election around the corner the country may be in for some significant legal and political changes that can affect physician’s assets. 

Current legal, political issues effect physicians assets

Three predictable and recurring legal and financial risks physicians face when holding informal jointly-owned with extended family.

How extended families present asset protection risk

The basics of a diversified asset protection plan. 