Ann Wood
9 Student Loan Misconceptions
Here are 9 common misconceptions and details to better understand your loans and repayment plans.
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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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Ann Wood
Jul 26, 2021
FedLoan Servicing to Discontinue Service of Federal Student Loans
Here is everything you need to know about the FedLoan Servicing Agency announcing that it will stop servicing student loans.
Ann Wood
Jul 23, 2021
Everything to Know About Tax Free Holidays
States hold tax free holidays to give consumers a break on paying sales tax. Find out what your state tax breaks might include.
Ann Wood
Jul 19, 2021
Federal Student Loan Deferment Ending on September 30th
The federal student loan deferment is ending on September 30, 2021. Make sure you understand what this means to you.
Maureen Decker
Jul 14, 2021
How to Catch Up on Retirement Savings
Despite its importance, saving for retirement is not always easy. Here are some ways to catch up on saving for retirement.
Ann Wood
Jun 28, 2021
Understanding Biden’s Homeowner Assistance Fund
Millions of Americans are still at risk for the foreclosure of their homes due to economic implications of the pandemic.
Maureen Decker
Jun 18, 2021
Everything to Know About 401(k)s
Having basic knowledge on this savings tool can make all the difference when it comes to your retirement.
Ann Wood
Jun 15, 2021
Major Tax Changes under President Biden’s American Families Plan Proposal
The American Families Plan (AFP) proposal would use $1.8 trillion in new spending on education and family programs. About $661 billion in...
Maureen Decker
Jun 15, 2021
When Should You Retire?
Deciding when it is best to retire can feel like a daunting and overwhelming decision. The answer depends on your needs and...
Ann Wood
Jun 15, 2021
How to Combat Rising Debt with a Falling Income
An increasing number of American adults over 55 are carrying a significant amount of debt (excluding mortgage payments). According to...
Maureen Decker
Jun 15, 2021
Understanding Benefits
When searching for a new job, understanding and choosing benefits is highly important for your lifetime financial strategies.
Ann Wood
May 25, 2021
Paid Family Medical Leave Proposals
Learn about Family Medical Leave (PFML) Act and what it could mean to your family.
Alex Kreis
May 11, 2021
How The Pandemic Has Impacted Retirement Plans
Learn how the pandemic has impacted your retirement plans.
Ann Wood
Apr 19, 2021
Changes to the Child and Dependent Care Credit
Learn about the changes to one of the most valuable tax credits for working parents - the child and dependent care credit.
Ann Wood
Apr 5, 2021
Five Tips to Improve Your Financial Health
Personal finance should be focused on daily habits and financial decisions that ultimately determine your financial health.
Maureen Decker
Mar 30, 2021
Why Student Loan Borrowers Could See a Larger Tax Bill This Year
Many student loan borrowers could face an unpleasant surprise on their tax bill this year.
Ann Wood
Mar 29, 2021
Five Tips for Raising Financially Independent Daughters
Learn the five tips on how to help raise your daughter to be financially independent.
Maureen Decker
Mar 26, 2021
Three Ways to Minimize Taxes on Your Investments
Here are three ways to minimize taxes on your investments.
Ann Wood
Mar 25, 2021
Tools That Can Save Time and Money for Tax Filing
Here are three ways you can utilize your smartphone to your advantage this tax season.
Maureen Decker
Mar 16, 2021
Fractional Share Investing
A new way of looking at investing is taking the financial world by storm.
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