Alex Kreis
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...
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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
May 11, 2023
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 1, 2023
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, 2023
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, 2023
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...
Alex Kreis
Apr 5, 2023
Top 10 Tax Tips for Last-Minute Filers
Filing your tax returns ahead of time is a financial hygiene every citizen should follow to stay out of any unnecessary hassle. However,...
Alex Kreis
Apr 5, 2023
Guide to Managing Your Tax Extensions This Year
Tax extension is a way for taxpayers to get extra time to file their returns. Usually, they can request an additional 6 months to file...
Alex Kreis
Mar 24, 2023
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...
Alex Kreis
Mar 23, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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, 2023
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.
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