Prime Financial Services

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.

Five Tips to Improve Your Financial Health

Ann Wood

Apr 5

Five Tips to Improve Your Financial Health

Personal finance should be focused on daily habits and financial decisions that ultimately determine your financial health.

Why Student Loan Borrowers Could See a Larger Tax Bill This Year

Maureen Decker

Mar 30

Why Student Loan Borrowers Could See a Larger Tax Bill This Year

Many student loan borrowers could face an unpleasant surprise on their tax bill this year.

Five Tips for Raising Financially Independent Daughters

Ann Wood

Mar 29

Five Tips for Raising Financially Independent Daughters

Learn the five tips on how to help raise your daughter to be financially independent.

Three Ways to Minimize Taxes on Your Investments

Maureen Decker

Mar 26

Three Ways to Minimize Taxes on Your Investments

Here are three ways to minimize taxes on your investments.

Tools That Can Save Time and Money for Tax Filing

Ann Wood

Mar 25

Tools That Can Save Time and Money for Tax Filing

Here are three ways you can utilize your smartphone to your advantage this tax season.

Maureen Decker

Mar 16

Fractional Share Investing

A new way of looking at investing is taking the financial world by storm.

Ann Wood

Mar 10

Increasing Women’s Financial Confidence

Women have made immeasurable progress towards equality in the past century but their financial confidence has not caught up.

6 Tips To Increase Savings with Frugal Living

Ann Wood

Mar 5

6 Tips To Increase Savings with Frugal Living

Here are a few tips to help you live frugally, and gain better financial security.

Tiny Changes Can Help You Achieve Savings Goals

Maureen Decker

Feb 19

Tiny Changes Can Help You Achieve Savings Goals

Here are tiny changes that you can implement in your daily life that can lead to big results.

Maureen Decker

Feb 12

The Value in Delaying Retirement

There are numerous benefits in delaying retirement. Here is the value of committing to working a few extra years.

Ann Wood

Feb 12

Benefits of Shifting to a Weekly Budget

Learn the reasons why many people are opting for shorter, weekly budgets rather than monthly budgets.

Guide to Filing 2020 Taxes If You Worked & Lived in Different States

Ann Wood

Feb 9

Guide to Filing 2020 Taxes If You Worked & Lived in Different States

This year tax season could be more challenging than ever. Here is what you need to know if you work outside your state of residence.

Do You Qualify for this Valuable Tax Credit?

Ann Wood

Feb 5

Do You Qualify for this Valuable Tax Credit?

Over 5 million eligible people miss out on the Earned Income Tax Credit. Are you one of them?

Millennials and The Importance of Saving & Investing

Maureen Decker

Feb 3

Millennials and The Importance of Saving & Investing

The uncertainty around the COVID-19 pandemic has highlighted the importance of saving. Here are some tips to get started.

Ann Wood

Feb 3

Biden Administration Tax Proposals

Here are ten of the proposed tax changes and how they could affect your tax situation, and strategies to minimize your tax bill.

Ann Wood

Jan 28

How to Spend Less and Save More in 2021

Given the unprecedented circumstances of the pandemic, many individuals are looking to learn how to spend less and save more in 2021.

Why do Millennial Women Defer Financial Planning to their Male Partners?

Maureen Decker

Jan 26

Why do Millennial Women Defer Financial Planning to their Male Partners?

Find out why millennial woman defer the financial planning to their significant other.

Ann Wood

Jan 15

Five Money Mistakes to Avoid in 2021

You may still be thinking about a New Year's resolution. Keep these 5 money mistakes in mind when making yours.

The Biden Administration Proposals for Student Loans

Ann Wood

Dec 29, 2020

The Biden Administration Proposals for Student Loans

The incoming Biden administration proposals for student loans could affect over 42 million borrowers. The federal government is the...

Maureen Decker

Dec 28, 2020

Save It for a Rainy Day

Many Americans are financially unprepared to handle unexpected expenses. A study conducted by the Federal Reserve found that many...

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Five Tips to Improve Your Financial Health

Why Student Loan Borrowers Could See a Larger Tax Bill This Year

Five Tips for Raising Financially Independent Daughters

Three Ways to Minimize Taxes on Your Investments

Tools That Can Save Time and Money for Tax Filing

Fractional Share Investing

Increasing Women’s Financial Confidence

6 Tips To Increase Savings with Frugal Living

Tiny Changes Can Help You Achieve Savings Goals

The Value in Delaying Retirement

Benefits of Shifting to a Weekly Budget

Guide to Filing 2020 Taxes If You Worked & Lived in Different States

Do You Qualify for this Valuable Tax Credit?

Millennials and The Importance of Saving & Investing

Biden Administration Tax Proposals

How to Spend Less and Save More in 2021

Why do Millennial Women Defer Financial Planning to their Male Partners?

Five Money Mistakes to Avoid in 2021

The Biden Administration Proposals for Student Loans

Save It for a Rainy Day

Helping Medical Professionals

with Their Money Since 1956.