Cost Segregation for Physicians: How a $500,000 Rental Can Wipe Out $100,000 of Your Tax Bill
A properly executed cost segregation study can produce tens of thousands in depreciation and cut your tax bill by $40,000-$90,000.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
A properly executed cost segregation study can produce tens of thousands in depreciation and cut your tax bill by $40,000-$90,000.
Since I've been inundated with questions about using a 530A Trump account vs. a UTMA, let's discuss the best ways to save for your child.
An interview with John Rekenthaler, a former VP of Research at Morningstar, where we talk about what matters most for people in the accumulation phase, Social Security timing, TIPS, tilts, and private investments.
Answering listener questions about competing financial priorities, including paying down debt, investing for retirement, buying a medical practice, and optimizing asset location between tax-deferred and Roth accounts.
Thanks to the One Big Beautiful Bill Act (OBBBA), the concept of qualified opportunity zones has been reinvigorated. Here's what to know.
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What ratio of Roth to traditional to taxable should you be picking? After a great deal of study and calculation, we have the correct answer.
I know enough about investing to recognize the flaw in thinking that I should check the stock market every day. Here's how I've stopped.
Here's how you should consider whether to participate in a non-governmental 457 plan, its pros, and its cons.
Answering listener questions about how FDIC and SIPC protections work and where they fall short, why money market funds can be a good option for holding significant cash, and what changing diversification classifications means for index fund investors.
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2027. Here's what you need to know.
Capital calls are usually submitted because something has changed or has gone wrong with a real estate investment. How should you respond?
The younger generations are forgoing investing and are instead gambling on sports to build wealth. It's a potentially tragic decision.
Very rarely do I get a question in my email inbox to which I don't know the answer. This was one of those times.
You should not use the terms "always" and "never" when it comes to the 401(k) vs. Roth issue. Here's why you probably need some of both.
Roth conversions aren't complicated. The decision about whether to do one and how much to convert absolutely can be. Here is a guide to help.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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