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

Retirement plans, anticipating industry changes, and more.

Physicians’ biggest financial mistakes

Five questions to ask yourself as you plan for retirement.

How much money do you need to retire?

Even if retirement is a few years down the road, it’s important to work with a financial adviser to discuss where you want to go, what you want to do and how much money you need to make those plans a reality.

The best place to retire

For many, retirement will be a long process of gradually winding down work hours and responsibilities rather than a firm date.

A new way to retire 

Travel dreams to exotic locales shouldn’t be reserved for the retired. Instead of putting off travel until retirement, splurge on some exciting trips now-while you have the interest, energy, and stamina to enjoy every single moment.

Financial planning helps travel dreams come true 

Consider buying your medical office building as a way to improve retirement savings beyond 401(k) contributions.

How to boost your retirement savings

Some physician readers are hesitant to retire no matter the age, due to their everlasting drive to care for others.

Physicians Vary on Retirement Plans 

, 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. 

A continued look at a two-physician couple and the multi-million dollar difference a complete risk-management planning update made to their family.

Physician Asset Protection: Estate and Retirement Plans

When do you plan on hanging up your stethoscope for good? Will it be your choice or your employer's choice? 

The Retirement Plan Physicians Should Consider

When you plan for retirement, you'll find that owning your practice has a lot more benefits than being employed. 