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Financial Advisor for Physicians


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


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
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