Alex Kreis
Starting Medical Residency
The steps to prepare you for changes you may face when transitioning from medical school to residency.
Blogs & Other News
We pride ourselves as industry experts for our clients. We are constantly staying up to date on financial trends in order to provide the best support for our clients. We have a unique viewpoint, coupled with our decades of experience on how certain money moves effect residents, fellows and other medical professionals differently.
It is our goal to help you navigate every stage of life and all of the financial implications.
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Alex Kreis
- Apr 22
April 2022: Student Loan Forgiveness Update
New changes to the federal student loan system will help bring borrowers closer to receiving debt forgiveness.
Maureen Decker
- Apr 15
The Couple’s Guide to All Things Money
It's important to have ‘the money talk’ to make sure you’re on the same page with your significant other when saving & spending money.
Alex Kreis
- Apr 11
Russia-Ukraine: What It Means for Your Investments
With the escalation of tensions on Ukraine’s borders, it's important for investors to understand the implications on the market.
Alex Kreis
- Apr 5
Russia vs. Ukraine: Geopolitical Events and Current Trends
As the Russian & Ukraine conflict continues, it’s important to understand how the global environment is affecting market volatility.
Alex Kreis
- Mar 15
Taxation of Cryptocurrency
As tax season quickly approaches, you may find it helpful to learn how cryptocurrency is being taxed.
Maureen Decker
- Mar 14
A Beginner’s Guide to Retirement Savings
Many people reset their financial goals in the new year. Retirement planning is part of that process and we have come up with a list to...
Maureen Decker
- Feb 9
3 Things You Can Do To Take Charge Of The Financial Gender Gap
The state of financial gender gap is dependent on more than just wages; it encompasses the entirety of a woman’s financial well-being.
Alex Kreis
- Jan 26
The Best Way To Pay Down Holiday Debt For The New Year
Follow these 5 tips on efficient ways to begin paying down holiday debt for the New Year.
Ann Wood
- Jan 24
Don’t Delay in Filing Taxes
The earlier you start, the more time you have to plan for tax payments so that you can have a less stressful tax season.
Maureen Decker
- Jan 14
New Year’s Goals for Personal Finance
As we begin the new year, it is important to review your finances. Here are some tips for starting the new year off.
Maureen Decker
- Jan 11
The Importance of Long Term Care
There is less discussion around long term care planning, perhaps because it is not a subject we like to think about. Let's talk about it.
Ann Wood
- Jan 11
Why Do You Need to Understand Your Credit Score?
Now that it’s January of a New Year, you will want to check in on your credit score.
Ann Wood
- Jan 5
7 Financial Tips for Residents & New Physicians
By focusing on financial goals and practicing smart money management, physicians will be able to enjoy the lifestyle they have worked for.
Ann Wood
- Jan 3
Budgeting Tips for the New Year
When thinking about your financial goals in 2022, creating a budget will help you set financial guidelines for the year and your future.
Ted Buonocore
- Dec 15, 2021
Choosing The Right Financial Advisor
Choosing a financial advisor is one of the biggest decisions one can make. Here a few tips that can help you make the right decision.
Alex Kreis
- Dec 9, 2021
Why Hiring a Tax Professional Makes Sense
Taxes may seem daunting to individuals come tax season. Tax professionals are able to take on the stresses associated with tax preparation.
Ann Wood
- Nov 29, 2021
Managing a Better Work-Life Balance
Finding the right balance between work and home life can seem impossible for many of us, though especially difficult for physicians.
Ann Wood
- Sep 29, 2021
How Smartphone Tracking Apps Can Help with Taxes
The COVID pandemic has seen a sharp rise in residential relocation and remote working. There are tax implications that come along with this.
Ann Wood
- Sep 27, 2021
7 Smart Time-Saving Tips for Physicians
Here are a few small things you can do to save time in the office and be more in charge of your own schedule.