Julianne F. Andrews, MBA, CFP, AIF

Articles

Are tax hikes coming? 

Even physicians aren’t immune to making financial missteps

Six biggest mistakes physicians make when planning for retirement 

From the moment doctors earn an M.D. to the day they hang up their white coat for good, they face unique financial hurdles and dilemmas.

5 things to consider when making a financial plan

Hiring a financial adviser after tax season

Use this year to get your financial house in order. Here’s how.

Five tips for physicians to find personal finance success in 2021

Despite recent pressures on physician profit margins, a physician’s income remains relatively high compared with that of the general public. Without the proper tax planning strategies in place, a physician could face some costly surprises.