Ann Wood
Increasing Women’s Financial Confidence
Women have made immeasurable progress towards equality in the past century but their financial confidence has not caught up.
top of page
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.
Search
Ann Wood
Mar 5, 2021
6 Tips To Increase Savings with Frugal Living
Here are a few tips to help you live frugally, and gain better financial security.
Maureen Decker
Feb 19, 2021
Tiny Changes Can Help You Achieve Savings Goals
Here are tiny changes that you can implement in your daily life that can lead to big results.
Maureen Decker
Feb 12, 2021
The Value in Delaying Retirement
There are numerous benefits in delaying retirement. Here is the value of committing to working a few extra years.
Ann Wood
Feb 12, 2021
Benefits of Shifting to a Weekly Budget
Learn the reasons why many people are opting for shorter, weekly budgets rather than monthly budgets.
Ann Wood
Feb 9, 2021
Guide to Filing 2020 Taxes If You Worked & Lived in Different States
This year tax season could be more challenging than ever. Here is what you need to know if you work outside your state of residence.
Ann Wood
Feb 5, 2021
Do You Qualify for this Valuable Tax Credit?
Over 5 million eligible people miss out on the Earned Income Tax Credit. Are you one of them?
Maureen Decker
Feb 2, 2021
Millennials and The Importance of Saving & Investing
The uncertainty around the COVID-19 pandemic has highlighted the importance of saving. Here are some tips to get started.
Ann Wood
Feb 2, 2021
Biden Administration Tax Proposals
Here are ten of the proposed tax changes and how they could affect your tax situation, and strategies to minimize your tax bill.
Ann Wood
Jan 28, 2021
How to Spend Less and Save More in 2021
Given the unprecedented circumstances of the pandemic, many individuals are looking to learn how to spend less and save more in 2021.
Maureen Decker
Jan 26, 2021
Why do Millennial Women Defer Financial Planning to their Male Partners?
Find out why millennial woman defer the financial planning to their significant other.
Ann Wood
Jan 15, 2021
Five Money Mistakes to Avoid in 2021
You may still be thinking about a New Year's resolution. Keep these 5 money mistakes in mind when making yours.
Ann Wood
Dec 29, 2020
The Biden Administration Proposals for Student Loans
The incoming Biden administration proposals for student loans could affect over 42 million borrowers. The federal government is the...
Maureen Decker
Dec 28, 2020
Save It for a Rainy Day
Many Americans are financially unprepared to handle unexpected expenses. A study conducted by the Federal Reserve found that many...
Ann Wood
Dec 17, 2020
CARES Act & How it Affects Charitable Deductions 2020
Given the dire situation that the pandemic has left many individuals and charitable organizations in, now is a better time than ever to...
Ann Wood
Dec 17, 2020
How the Pandemic May Affect Working Women with Families
Currently over half of elementary to high school aged children are attending school completely online. Many children, especially those in...
Ann Wood
Dec 9, 2020
The Pandemic's Plunging Rates
Banks have been slashing deposit interest rates since the pandemic began. Even banks with traditionally low interest rates are keeping...
Maureen Decker
Dec 3, 2020
3 Tips To Improving Financial Stability During The Pandemic
The COVID-19 pandemic has led many Americans to worry about personal finances such as their investments, wages, and short term goals...
Maureen Decker
Nov 30, 2020
Ways to Improve Your Credit Score
Your credit score has a great deal of importance in your financial life which is why you should spend time generating the best score you can
jwein04
Jun 11, 2020
COVID-19 Update | Navigating Uncharted Waters Together
Every day we are presented with new information related to COVID-19, its impact on the markets, tax deadlines, and our daily lives.
bottom of page