Alex Kreis
How Does The New Student Loan Repayment Plan Differ From Other IDR Options?
If you find navigating your student loans daunting and overwhelming, there’s a new plan that might just be what you’ve been waiting for....
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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
- Jun 17
Considering fellowship? Ask yourself these 5 questions.
Most medical residents consider fellowship - an additional layer of training that allows them to delve even deeper into a specific...
Maureen Decker
- Jun 17
Journey to Residency: What It Entails and How to Navigate It?
Residency is a great transition for medical students. It can be both exciting and challenging at the same time. It's a long commitment...
Alex Kreis
- Apr 16
Missed the tax deadline in 2024? Here’s What You Need to Do Now
Physicians, as dedicated medical professionals, your busy schedule can push tax filing to the corner. You blink, and suddenly the tax...
Maureen Decker
- Apr 11
How Does a Student Loan Affect Your Taxes?
For many aspiring doctors in the United States, pursuing a medical degree is a lifelong dream. With the rising cost of medical education...
Maureen Decker
- Apr 11
Understanding Penalties for Late Tax Filing: How much will it cost you?
April 15 is the deadline for most people to file their individual income tax returns and pay any tax owed, but life happens and deadlines...
Alex Kreis
- Mar 18
Tax Saving Tips for Medical Residents
As the famous saying goes, ‘A penny saved is a penny earned’. Tax planning is one of the ways that can help you save your taxes and...
Maureen Decker
- Mar 7
Understanding Tax Day: What You Need to Know and Special Consideration
The time to file an income tax return is here. It’s a time marked by paperwork, calculations, and perhaps a touch of stress for some....
Alex Kreis
- Feb 24
Life After Residency: Challenges and Opportunities for Doctors in the USA
For Doctors in the USA, completing residency marks a significant milestone.Wherever you are in your journey to becoming a doctor it’s...
Maureen Decker
- Feb 24
How have female doctors in the US evolved over time?
From the midwives of ancient times to Nobel Prize winners, the narratives of female doctors in the United States have undergone a...
Alex Kreis
- Jan 31
20 Tax Terms To Help You Get Your Taxes Right
Tackling taxes can feel like a maze. Be it the numbers, forms, or jargon - they can leave you scratching your head. However,...
Alex Kreis
- Dec 26, 2023
How to File Taxes This Year: 2023 Tax-Filing Guide
The year-end is here, however, this is not just a time for reflection but a crucial moment to strategize your finances and turn the tide...
Alex Kreis
- Dec 23, 2023
Tips To Improve The Profitability of a Medical Practice
Medical practice is about juggling the double-edged sword of patient care and financial planning in your medical practice. Because you're...
Alex Kreis
- Dec 17, 2023
10+ Common Tax Deductions and Credits for 2024
As physicians gear up for the new year, it's not just about setting resolutions but also about setting the stage for a financially savvy...
Alex Kreis
- Dec 17, 2023
The Updated Guide to Standard Deductions for 2024 and Beyond
Physicians, as a dedicated medical professional, your focus is on healing and making a difference — you're juggling a hectic schedule,...
Alex Kreis
- Nov 25, 2023
5 Easy-to-Follow Strategies for Physicians' Retirement
As doctors, your days are filled with caring for others, but it's just as crucial to care for our financial health, especially when it...
Alex Kreis
- Nov 25, 2023
6 Commonly Overlooked Retirement Expenses
Thinking about retirement? While the thought of retiring from the long shifts and constant rounds sounds dreamy, let's talk about the...
Alex Kreis
- Nov 25, 2023
10 Additional Perks to Consider When Negotiating Beyond Salary
Negotiating your job isn't just about the paycheck—it's about securing a package that values your expertise in more ways than one. These...
Alex Kreis
- Nov 17, 2023
Financial Tips for Dual-Doctor Households
Isn’t running a household like diagnosing a patient?—takes skill, teamwork, and a dose of financial know-how. If you’re both doctors by...
Alex Kreis
- Oct 29, 2023
Revamping Your Holiday Budget: 8 Strategies to Consider
As a physician, careful planning and precise execution are a part of what you do. And since your work requires a high level of attention...
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