Alex Kreis
7 Steps To Creating A Financial Budget For Physicians In Fiscal Year 2024-25
Ready for a fresh fiscal year, Physicians? As the fiscal year 2023-24 approaches, physicians are presented with fresh opportunities and...
top of page
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.
Search
Ann C Wood
- Aug 28
Whole Life Insurance for High-Income Earners: Exploring the Pros and Cons
As physicians, you've dedicated years to mastering the art of healing. Poured your heart and soul into providing exceptional care to your...
Ann C Wood
- Aug 14
The Safety Net You Need: Why Disability Income Insurance is Essential for New Doctors
As physicians, you carry a weight of responsibility on your shoulders, tending to the health and well-being of others. Plus, the nature...
Alex Kreis
- Aug 14
Empowering Financial Literacy: Discovering the Path to Financial Freedom on Literacy Day
What better day to discover the tools and knowledge to transform your financial future if not on International Literacy Day. It is the...
Alex Kreis
- Aug 14
The Bucket Approach to Retirement: Securing Your Financial Future with Strategic Planning
Although the thought of retirement might seem distant, planning early for your golden years can potentially take you closer to enjoying a...
Alex Kreis
- Jul 19
Tips for Physicians to Build a Winning Portfolio Strategy
You’ve finally decided to dive into investing to diversify your income stream. And despite your busy schedule, you’ve taken out time to...
Alex Kreis
- Jul 19
Financial Planning for Your Post-Residency Life
Life after residency marks a new chapter filled with opportunities. Along with your investment toward your well-being, personal growth,...
Alex Kreis
- Jul 11
Building Multiple Streams of Income: Diversifying Your Revenue as a Physician
Amidst spending countless hours behind your patients’ well-being, you might’ve put your financial well-being on the back burner. However,...
Alex Kreis
- Jul 9
Physician Retirement Plans: Understanding and Choosing the Right Option
How do you dream of your golden years? Picture yourself in that stage of life, where you have the freedom to spend quality time with your...
Alex Kreis
- Jun 24
A Guide For Physicians To Build A Sustainable Investment Plan
In the ever-evolving world of medicine, physicians are not only entrusted with the well-being of their patients but also face the...
Alex Kreis
- Jun 20
Top 5 Disability Insurance Options for Physicians in 2023
You've spent countless hours studying, training, and sacrificing to become the skilled physician you are today. And your passion for...
Alex Kreis
- Jun 20
10 Steps for Doctors to Successfully Invest and Launch Their Own Medical Practice
While physicians do not need to venture into the risky world of entrepreneurship, it is a good idea for many doctors to look into it....
Alex Kreis
- Jun 20
5 Tips for Paying Off Medical School Loans Faster
You've made it through years of rigorous education and training, and now you're living your dream of curing and saving lives. However,...
Alex Kreis
- May 30
5 Practical Ways To Reduce Debt Burden For Future Physicians
Your dedication and passion for healing have brought you to a remarkable career as a physician. As you begin this journey, it's important...
Alex Kreis
- May 27
Doctor's Financial Planning: Why is it Different from Other Professionals?
As doctors, you dedicate your lives to caring for others' well-being. You work tirelessly to save lives, provide comfort, and heal the...
Alex Kreis
- May 24
The Insurance Guide Every Graduating Resident Must Read
Graduating from medical school is a major milestone in any physician's life. It marks the end of a long and challenging journey and the...
Alex Kreis
- May 11
Simplify Your Finances with These 3 Spring Cleaning Tips
Although Spring’s almost over, there’s still time for you to clean, organize, and simplify your lives. This is also a great time to...
Alex Kreis
- May 2
7 Surprising Reasons Doctors May Need Side Gigs In 2023
Doctors have traditionally enjoyed a secure and respected profession with a stable income. However, the medical profession is changing...
Alex Kreis
- Apr 27
Harriot Hunt - Meet the Woman Who Paved the Way for Women Doctors
In the early 19th century, the medical profession was an exclusive club for men, and women who dared to venture into this field faced...
Jason Wein
- Apr 25
New Retirement Law Allows Healthcare Professionals To Save More
Retirement planning for healthcare professionals has become easier with the new Secure Act 2.0, which allows them to save more towards...
bottom of page