Maureen Decker
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.
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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
Apr 10, 2022
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, 2022
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, 2022
Taxation of Cryptocurrency
As tax season quickly approaches, you may find it helpful to learn how cryptocurrency is being taxed.
Maureen Decker
Mar 13, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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.
Ann Wood
Jan 11, 2022
Why Do You Need to Understand Your Credit Score?
Now that it’s January of a New Year, you will want to check in on your credit score.
Ann Wood
Jan 5, 2022
7 Financial Tips for Residents & New Physicians
By focusing on financial goals and practicing smart money management, physicians will be able to enjoy the lifestyle they have worked for.
Ann Wood
Jan 3, 2022
Budgeting Tips for the New Year
When thinking about your financial goals in 2022, creating a budget will help you set financial guidelines for the year and your future.
Alex Kreis
Dec 15, 2021
Choosing The Right Financial Advisor
Choosing a financial advisor is one of the biggest decisions one can make. Here a few tips that can help you make the right decision.
Alex Kreis
Dec 9, 2021
Why Hiring a Tax Professional Makes Sense
Taxes may seem daunting to individuals come tax season. Tax professionals are able to take on the stresses associated with tax preparation.
Ann Wood
Nov 29, 2021
Managing a Better Work-Life Balance
Finding the right balance between work and home life can seem impossible for many of us, though especially difficult for physicians.
Ann Wood
Sep 29, 2021
How Smartphone Tracking Apps Can Help with Taxes
The COVID pandemic has seen a sharp rise in residential relocation and remote working. There are tax implications that come along with this.
Ann Wood
Sep 27, 2021
7 Smart Time-Saving Tips for Physicians
Here are a few small things you can do to save time in the office and be more in charge of your own schedule.
Ann Wood
Sep 27, 2021
A Guide to Physician’s Employment Contract Terms and Negotiations
Setting up and agreeing to an employment contract can make your work life great, or conversely, create hardship. Understanding your...
Ann Wood
Sep 1, 2021
Personal Loans for Physicians
For doctors, personal loans can help save thousands in interest costs especially while still in training.
Maureen Decker
Aug 24, 2021
Taxation on Capital Gains vs. Ordinary Income
Understanding the difference between ordinary income and capital gains taxatiothat will help you to make wiser financial decisions.
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