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Late-Career 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


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


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


Physician Retirement Planning: 5 Pitfalls Doctors Over 50 Still Miss
Many physicians over 50 overlook critical retirement planning mistakes—like tax exposure, lifestyle costs, and estate gaps. Learn five key pitfalls to avoid and how to build a more confident, tax-smart retirement.
Daniel Harris
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