Alex Kreis
Keys to Help Build Wealth
A dive into strategies to help build wealth.
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
- Aug 8
Investing Basics: Dollar-Cost Averaging
A simple strategy to understand investing.
Alex Kreis
- Aug 1
Are Your Student Loans Being Transferred?
How to manage the transition of student loans from FedLoan to MOHELA.
Alex Kreis
- Jul 25
The Most In-Demand Specialties
With a looming physician shortage on the rise, it is important to learn about the upcoming most in-demand specialties.
Alex Kreis
- Jul 19
The Truth About These 5 Common Annuity Myths
To better understand annuities as a financial vehicle, we have listed five common myths and the truth behind them.
Alex Kreis
- Jun 24
Treat Your Financial Health Like You Do Your Physical Health
Treat your Financial Health Like You Do Your Physical Health
Alex Kreis
- Jun 21
Resident to Attending Salary: Understanding Take Home Pay
How to stay on top of your finances as your income jumps.
Alex Kreis
- Jun 21
Balancing Act: Income Jump & Lifestyle Creep
Ideas on how to manage "lifestyle creep" when income jumps.
Alex Kreis
- Apr 25
Starting Medical Residency
The steps to prepare you for changes you may face when transitioning from medical school to residency.
Alex Kreis
- Apr 22
April 2022: Student Loan Forgiveness Update
New changes to the federal student loan system will help bring borrowers closer to receiving debt forgiveness.
Maureen Decker
- Apr 15
The Couple’s Guide to All Things Money
It's important to have ‘the money talk’ to make sure you’re on the same page with your significant other when saving & spending money.
Alex Kreis
- Apr 10
Russia-Ukraine: What It Means for Your Investments
With the escalation of tensions on Ukraine’s borders, it's important for investors to understand the implications on the market.
Alex Kreis
- Apr 5
Russia vs. Ukraine: Geopolitical Events and Current Trends
As the Russian & Ukraine conflict continues, it’s important to understand how the global environment is affecting market volatility.
Alex Kreis
- Mar 15
Taxation of Cryptocurrency
As tax season quickly approaches, you may find it helpful to learn how cryptocurrency is being taxed.
Maureen Decker
- Mar 14
A Beginner’s Guide to Retirement Savings
Many people reset their financial goals in the new year. Retirement planning is part of that process and we have come up with a list to...
Maureen Decker
- Feb 9
3 Things You Can Do To Take Charge Of The Financial Gender Gap
The state of financial gender gap is dependent on more than just wages; it encompasses the entirety of a woman’s financial well-being.
Alex Kreis
- Jan 26
The Best Way To Pay Down Holiday Debt For The New Year
Follow these 5 tips on efficient ways to begin paying down holiday debt for the New Year.
Ann Wood
- Jan 24
Don’t Delay in Filing Taxes
The earlier you start, the more time you have to plan for tax payments so that you can have a less stressful tax season.
Maureen Decker
- Jan 14
New Year’s Goals for Personal Finance
As we begin the new year, it is important to review your finances. Here are some tips for starting the new year off.
Maureen Decker
- Jan 11
The Importance of Long Term Care
There is less discussion around long term care planning, perhaps because it is not a subject we like to think about. Let's talk about it.