Staffing & Salary

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’ 

Articles

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?

is the Educational Program Director and a CERTIFIED FINANCIAL PLANNER

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

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

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

How physicians can tackle potential tax hikes

Pay off debt in a smart way to make sure that it doesn't cost you any more than it needs to.

Medical School Debt: Best practices when paying it off

Avoid these states for your best financial situation.

Best States to Practice: 5 states with highest average cost of living

Joseph Stabile is a financial planner based out of central New Jersey. He and his team focus on strategies for high-net-worth individuals to help plan around certain risks regarding taxation, transferring wealth, and the volatile markets. Their ultimate goal when it comes to helping clients is to develop a comprehensive plan that allows them to be in a comfortable situation regardless of all the economic circumstances that are out of our control.

For many high-earners, the pandemic brought forth an important reminder of the fundamentals when it comes to building wealth.

Financial planning impacts from the pandemic

From the moment a doctor earns his or her MD, to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas, and questions.

Personal Finance