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What Every Sharp Rees Stealy Physician Should Know About The Sharp Rees Stealy Retirement Plan
This article provides an overview of the Sharp Rees Stealy Retirement Plan for physicians
Daniel Harris


Why the Scripps Clinic Medical Group 401(k) and Market Rate Cash Balance Plan Stand Out as Two of the Strongest Physician Retirement Benefits in the Country
This article discusses the Scripps Clinic Medical Group 401(k) Plan and the Scripps Clinic Medical Group Cash Balance Plan, what makes it so strong, how it can be improved, and how Scripps Clinic Medical Group Physicians can use it to help them achieve their goals and retire comfortably.
Daniel Harris


10 Essential Questions and Answers: What Every Late‑Career Memorial Sloan Kettering Physician Should Know About Their Memorial Sloan Kettering 403(b)
This article discusses 10 essential questions and answers for Memorial Sloan Kettering physicians who are close to retirement
Daniel Harris


Northwell Health 401(k) and 409(a) Review: Is It Good, Can it be Improved and Should You Keep It or Roll It Over at Retirement?
This article reviews the Northwell Health 401(k) Plan, 409(a) Plan (deferred compensation plan) and discusses some things to think about if you are a physician who is retiring soon from Northwell Health
Daniel Harris


Northwell Health Employees - Should you take the Defined Benefit Pension Option or Stick With Employer Contributions to your 401(k) - a real life example
Northwell Health recently started offering a Defined Benefit Pension Plan, and many employees are wondering whether it’s better than continuing with the traditional 401(k) plan. Here’s our breakdown.
Daniel Harris


Pfizer Employees: Don’t Leave Money or Security on the Table When You Retire
Many Pfizer employees—especially those who joined expecting a pension—may think the same thing: “I just want to retire without making a mistake.” This 1-minute guide is designed for them.
Daniel Harris


Cedars-Sinai Retirement Planning for Late-Career Physicians: Stability, Complexity, and the Final Decade of Career Decisions
This article some common concerns of physicians and other employees of Cedars Sinai who are wishing 5-10 years of retirement
Daniel Harris


Retirement Planning for The Permanente Medical Group (TPMG) Physicians Ages 55-65 - 7 important questions to address
This article discusses 7 important questions for a Permante Medical Group physician to address in the 5-10 years before retirement or shifting down to 6/10 time.
Daniel Harris


How Cedars-Sinai Imaging Medical Group 401(k) Helps Radiologists Build Real Financial Security - a quick primer
This article discusses the potential strengths and financial benefits of working at Cedars Sinai Imaging Medical Group.
Daniel Harris


11 Important Questions and Answers for Maximizing Broadcom's 401(k), Employee Stock Purchase Plan and RSUs for a comfortable early retirement
This article covers 11 important questions that Broadcom employees who are planning to retire in the next 5 years may have.
Daniel Harris


Planning Your Retirement as a Physician at University of Pittsburgh Medical Center (UPMC): A Comprehensive Guide
If you are a UPMC physician with at least $1 million saved in your retirement account, this article discusses 6 key things to consider to have a comfortable transition to retirement from UPMC. This article is written by D.R. Harris & Co. - a national expert at advising physicians throughout the US on how to retire comfortably. We advise physician clients throughout the United States
Daniel Harris


Advocate Aurora Health 401(k): 9 Important Questions and Answers About What we Feel is One of the Best Physician 401(k)s for a Large Group Provider
This article answers 9 important questions and answers about the Advocate Aurora Healthcare 401(k)
Daniel Harris


Do we all suffer from fee-itis?
This article discusses a recent rise in fee-itis. Fee-itis is a click bait induced emotional response to paying normal industry rate professional fees for expert advice. This article discusses some real world experience I've had with client fee-itis in my 15 years of advising physicians on their finances.
Daniel Harris


Best Fiduciary Financial Advisor in South Carolina
This article discusses one of the best fiduciary financial advisors for physicians in South Carolina, why fiduciary and fee only advisors matters for South Carolina physicians, whether working with an financial advisor will really help South Carolina physicians, who D.R. Harris & Co. serves with their financial advice, and What to expect from D.R. Harris & Co. if you are a South Carolina physician looking for a highly specialized fiduciary financial advisor to work with virtu
Daniel Harris


Tailored Financial Advice for Cardiologists
This article covers financial advice for cardiologists, especially those who are within 5-10 years of retirement
Daniel Harris


Average doctor net worth, how to calculate your net worth, and what it actually means for a pre-retiree physician
This article written for physicians within 5-10 years of retirement, lays out the average doctor net worth today, how to calculate your own net worth in a way that makes sense for retirement planning and what net worth means for a pre-retiree physician
Daniel Harris


Community Health System Physicians Retirement - Real Questions - Real Answers
Every week, I see, talk and hear from physicians who are brilliant at diagnosing patients, leading teams, and navigating the complexities of modern healthcare. But when it comes to their 401(k)s, even the most seasoned physicians, especially those at Community Health Systems (CHS) say they’re often left scratching their heads.
If this sounds familiar, you’re not alone. Across forums, reviews and late-night forum threads, I see the same five pain points come up time and agai
Daniel Harris


Your Retirement Roadmap at Alyeska: Maximizing the 401(k), Self Directed Brokerage Account & Pension
f you’re approaching retirement at Alyeska Pipeline Service Company, you’re in a strong position. Among the benefits you’ve earned are a defined-benefit pension plan, a robust 401(k) with T. Rowe Price and Vanguard fund options, and even a self-directed brokerage account for greater flexibility. These tools provide a solid foundation for a confident retirement — but only if they’re managed intentionally.
Daniel Harris


Maximizing Retirement for Military Doctors: Understanding the Blended Retirement System and Thrift Savings Plan
Military doctors have a unique and rewarding career, but planning for retirement requires a clear understanding of the benefits available to them. The Blended Retirement System (BRS) and the Thrift Savings Plan (TSP) are integral components of this planning. Here's what military doctors need to know to make the most of these opportunities.
Daniel Harris


The Surprising Truth Behind Your Employers 401(k) and Vesting Schedule - it may not be what you think
Most employees — including physicians — assume employer 401(k) contributions are a generous benefit, a way companies help staff save for retirement. But here’s the truth almost no one outside of lawyers and plan administrators understand: employers don’t contribute out of generosity — they do it to protect their own ability to contribute.
Daniel Harris
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