Ann Wood
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.
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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Jason Wein
- Nov 15
Prime Financial Services Welcomes Ted Buonocore as Their New Financial Advisor
Prime Financial Services introduces a new member to their growing team by announcing Ted Buonocore as a Senior Associate.
Ann Wood
- Sep 29
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
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.
Ann Wood
- Sep 27
A Guide to Physician’s Employment Contract Terms and Negotiations
Setting up and agreeing to an employment contract can make your work life great, or conversely, create hardship. Understanding your...
Ann Wood
- Sep 1
Personal Loans for Physicians
For doctors, personal loans can help save thousands in interest costs especially while still in training.
Maureen Decker
- Aug 24
Taxation on Capital Gains vs. Ordinary Income
Understanding the difference between ordinary income and capital gains taxatiothat will help you to make wiser financial decisions.
Ann Wood
- Aug 24
9 Student Loan Misconceptions
Here are 9 common misconceptions and details to better understand your loans and repayment plans.
Ann Wood
- Jul 26
FedLoan Servicing to Discontinue Service of Federal Student Loans
Here is everything you need to know about the FedLoan Servicing Agency announcing that it will stop servicing student loans.
Ann Wood
- Jul 23
Everything to Know About Tax Free Holidays
States hold tax free holidays to give consumers a break on paying sales tax. Find out what your state tax breaks might include.
Ann Wood
- Jul 19
Federal Student Loan Deferment Ending on September 30th
The federal student loan deferment is ending on September 30, 2021. Make sure you understand what this means to you.
Maureen Decker
- Jul 14
How to Catch Up on Retirement Savings
Despite its importance, saving for retirement is not always easy. Here are some ways to catch up on saving for retirement.
Ann Wood
- Jun 28
Understanding Biden’s Homeowner Assistance Fund
Millions of Americans are still at risk for the foreclosure of their homes due to economic implications of the pandemic.
Maureen Decker
- Jun 18
Everything to Know About 401(k)s
Having basic knowledge on this savings tool can make all the difference when it comes to your retirement.
Ann Wood
- Jun 15
Major Tax Changes under President Biden’s American Families Plan Proposal
The American Families Plan (AFP) proposal would use $1.8 trillion in new spending on education and family programs. About $661 billion in...
Maureen Decker
- Jun 15
When Should You Retire?
Deciding when it is best to retire can feel like a daunting and overwhelming decision. The answer depends on your needs and...
Ann Wood
- Jun 15
How to Combat Rising Debt with a Falling Income
An increasing number of American adults over 55 are carrying a significant amount of debt (excluding mortgage payments). According to...
Maureen Decker
- Jun 15
Understanding Benefits
When searching for a new job, understanding and choosing benefits is highly important for your lifetime financial strategies.
Ann Wood
- May 25
Paid Family Medical Leave Proposals
Learn about Family Medical Leave (PFML) Act and what it could mean to your family.
Maureen Decker
- May 20
Millennials and Retirement: The Importance of Investing
It is important to start saving for retirement as early as possible and as much as possible due to the power of compounding interest.