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.
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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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.
Alex Kreis
- May 11
How The Pandemic Has Impacted Retirement Plans
Learn how the pandemic has impacted your retirement plans.
Ann Wood
- Apr 19
Changes to the Child and Dependent Care Credit
Learn about the changes to one of the most valuable tax credits for working parents - the child and dependent care credit.
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.
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.
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.
Maureen Decker
- Mar 26
Three Ways to Minimize Taxes on Your Investments
Here are three ways to minimize taxes on your investments.
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.
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.
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.
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