To HSA or Not to HSA? It’s a Complicated Question
Every year, millions face one of the most challenging math questions in personal finance. How do you figure out whether to take an HSA?
Every year, millions face one of the most challenging math questions in personal finance. How do you figure out whether to take an HSA?
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025.
Too many novice investors are not familiar with the dividend irrelevance theory. But it's important to know about, so let's talk about it.
Answering reader questions about the financial details of a stock quote, investing in bonds for the first time, investing in private equity, and changes at Vanguard regarding SpecID.
President Trump has signed an executive order making it easier for 401(k)s to include alternative investments and crypto. Is it a good idea?
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio.
Is a diversified portfolio overrated? Would a 60/40 portfolio actually be better for you? We talked to three experts to see what they think.
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them.
What's the best real estate structure for you to use? REITs, direct ownership, crowdfunded or direct syndications? Today, we map it out.
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it.
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price?
What kind of a return should you expect from your investments? Will future stock market returns be similar to the past? Don't count on it.
Today, let's focus on a specific type of passive real estate investment tool known as the real estate syndication.
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k).
Let's go through each piece of our publicly traded portfolio and discuss why we own what we own and why you should know, too.