Alex Kreis
5 Red Flags That Could Get You Audited By The IRS
With the tax season knocking at the door, the thought of being audited by the IRS can seem daunting. While the chances of being audited...
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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
- Mar 23
The IRS Warns of Tax Refund Delays in 2023
The Internal Revenue Service (IRS) has issued a warning that taxpayers may experience delays in receiving their tax refunds in 2023. This...
Alex Kreis
- Mar 17
Short-Term Rental Tax Strategy For Medical Professionals
As a physician, you have worked hard to build your career and provide valuable services to your patients. However, with the rise of...
Alex Kreis
- Mar 3
How Doctors Can Find the Right Financial Advisor
Doctors are considered one of the most respected and hardworking individuals in our society. Although they selflessly dedicate their...
Alex Kreis
- Feb 22
6 Must-Do Financial Planning Tips for Medical Residents
As a medical resident, you barely have time to think about the financial aspect of your profession, as most of it goes behind your...
Alex Kreis
- Feb 12
How Medical Professionals Can Invest During a Bear Market
The current economic situation can be a bear. But as physicians, you know that it's important not to panic. You are used to dealing with...
Alex Kreis
- Feb 11
Tax Guide for Medical Professionals: Get It Done the Right Way
Taxes take a big bite out of your paycheck, but there are tax breaks available for taxpayers to claim during income tax return (ITR)...
Alex Kreis
- Feb 6
How to Spend Less and Save More in 2023
It's easy to let money slip through your fingers, especially when it seems like more is going out than coming in. But if you want to live...
Alex Kreis
- Jan 27
5 Ways To Pay Down Holiday Debt In The New Year
The holidays can be quite strainful on your wallet. Use these 5 tips to pay off your holiday debt in the New Year.
Alex Kreis
- Jan 24
Understanding The Secure Act 2.0
Here are the key points to know regarding the newly approved Secure Act 2.0.
Alex Kreis
- Jan 17
Understanding The Finances Of Your Parents
To stay on top of your parent's finances and better understand your role in the process, follow these four steps.
Maureen Decker
- Nov 30, 2022
Work-Life Balance For Physician Moms
A look into some areas that can help you optimize your time as a Physician mom.
Alex Kreis
- Nov 15, 2022
A Burnt-out Physician’s Guide to Staying on Top of Things
Many Physicians experiencing burn out struggle to keep up with medical advancements.
Alex Kreis
- Nov 7, 2022
Investing in a Bear Market
Bear markets aren't all bad news - history gives evidence that there is potential for investments.
Alex Kreis
- Nov 1, 2022
Four Things Physicians Should Splurge On
When you're trying to budget, it can be hard to decide where to spend and where to save. Here are some items that may be worth the splurge!
Jason Wein
- Oct 27, 2022
Planning Your Financial Fourth Quarter
The last quarter of any year can be scary. Whether it is financial and familial pressures, it can certainly feel like everything during...
Alex Kreis
- Oct 25, 2022
Ordinary vs. Qualified Dividends
A detailed explanation of the two types of dividends for investors.
Alex Kreis
- Oct 17, 2022
Four Strategic Money Moves for Physicians
Here are four ways you can make your money work more efficiently for you.
Alex Kreis
- Oct 14, 2022
New Tax Rules Bring Significant Changes To Family Estate Planning For Physicians
An in-depth look at the impacts of the Secure Act tax rule changes on Family Estate Planning.
Maureen Decker
- Oct 5, 2022
Why Hiring a Financial Advisor Can Help Physicians
A look into why Physicians might want to consider hiring a financial advisor.
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