Author: Julianne F. Andrews, MBA, CFP®, AIF®

10 Things You Can Do to Enhance Your Financial Situation Now

Today, we are in the midst of an unprecedented global event that has had a dramatic effect on both our financial and personal lives.  Much is in the news about what we can do to care for our health and the well being of our neighbors and loved ones.  As events unfold, it can be easy to feel that we do not have control over things we once perhaps took for granted: our money and our health.  But there are some things that each of us can do now to take some control back on the financial front.

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6 Asset Protection Mistakes Doctors Often Make

As a medical professional, you are in the unique position of earning a high income for the majority of your career; however, with the perks of your high monetary reward come high professional risk. The fear of losing what you’ve worked so hard for to malpractice or misfortune is common to most financially successful physicians—and for good reason. Simple mistakes or faulty allegations can jeopardize a physician’s livelihood and lifetime savings in a flash.

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Managing Between the Headlines

As we move toward the end of the first quarter of 2020, it can be difficult to ignore the dramatic headlines that seem to change on a daily basis.  Election, impeachment (now in the rearview mirror), tariffs, coronavirus.  They all compete for our attention.  But, does any of this really make any difference when it comes to managing your portfolio and planning for your financial future?  Let’s look at some facts.

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Top 3 Financial Mistakes Physicians Tend to Make

As a physician, you’ve sacrificed years of your life, significant monetary resources, and countless hours of sleep to achieve the success you have today. Through your education and extensive training, you’ve accumulated the knowledge and skills needed to make critical, life-saving decisions on a day-to-day basis. However, when it comes to finances, evaluating important money-related choices might not come as easily.

For high-income earning individuals like physicians, though, proper financial management will be imperative for maintaining a high quality of life throughout (and beyond) the trajectory of a lucrative career. With this in mind, we’ve compiled a list of the top 3 financial mistakes physicians tend to make so you can avoid making these same missteps in your financial life.

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Five New Year’s Resolutions to Keep in 2020

At the start of a new year, many of us sit back and make resolutions about a number of different things.  It may be spending more time with your family, losing weight, traveling more, any number of things that are important to you.  These are probably things that you have resolved to do previously but many times as the year goes on, you find that your resolve has dissipated.

However, resolutions around financial goals can be different.  Many of these are things to consider and decide on.  At the end of the process, you can feel confident that you have considered what is important for your financial health and move forward to the end of the year resolving to do the same the next year.

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7 Healthcare Trends That Will Impact Physicians

From the time you started preparing for the MCATs to wherever you are in your medical career today, it’s likely that the healthcare landscape has dramatically changed, challenging your pre-conceived notions about patient care and everyday business operations.

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