Julianne F. Andrews, MBA, CFP®, AIF®

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

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.

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

Biden’s American Jobs Plan could disproportionately affect high earners.

Higher costs could be just the start of myriad problems to come for providers, insurers, and patients alike.

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

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

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.

Three surefire signs you need to hire one.

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

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.

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

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

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

Discomfort or trepidations aside, you’ll have to answer these tough, but inevitable, questions.

The basics of a diversified asset protection plan.

High incomes do not guarantee smart money management.

High incomes don’t grant immunity from financial challenges.

Looking for ways to reduce your taxable income while contributing to a cause that hits close to home?

The top mistakes to avoid to protect your livelihood and lifetime savings. 

Retirement plans, anticipating industry changes, and more.

Changing consumer preferences and tech reliance will affect clinical, operational, and financial realities of physicians.

Not every financial adviser has your best interests at heart.

Recent tax reforms cleared the way for individuals and families to continue to support the causes they believe in while still potentially minimizing their taxes

Tips for physicians to reduce their tax liability and improve their lifetime income stream

Five questions to ask yourself as you plan for retirement.

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.

Sorting your paperwork into four categories will ensure that whatever you need will be readily and easily accessible.

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

This year more than ever, a sound financial move would be to sort through the new tax changes carefully to determine exactly how they will impact you and identify smart moves for 2019 and beyond.