Trusts, Direct Indexing, and High Yield Savings Accounts
Answer reader questions about revocable trusts and probate, if direct indexing is worth doing, and where a surgery resident who's already doing so well should do with $60,000 of extra cash.
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.
Answer reader questions about revocable trusts and probate, if direct indexing is worth doing, and where a surgery resident who's already doing so well should do with $60,000 of extra cash.
What does it mean to be an accredited investor when you're a moderate income physician? Should anything in your investment plan change?
If you're starting out in real estate investing, one issue you'll have to think about is the minimum investment vs. diversification dilemma.
An interview with personal finance guru Mike Piper where we discuss the mistakes and misconceptions with Social Security; what you should do after you have accumulated more money than you need; and how, when, and why to talk to your children about inheritance.
PIMD shares what it takes to find the best property manager to help run your real estate business and free up your valuable time.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
If you've ever asked, "How do I choose an asset allocation (portfolio)?" we have some suggestions for how you can figure out the answer.
How much default risk is there when it comes to how much you invest in municipal bonds? Is this something that should keep you up at night?
Depending on your life circumstances and the economic environment, you might want to tweak your Investor Policy Statement. Here's how.
Answering reader questions about retirement accounts, including what to do with an inherited IRA, 401(k) employer matching, and the recent change with Vanguard getting out of the solo 401(k) game.
Rental property owners can form LLCs or increase their insurance coverage to protect their assets. Let's review the pros and cons of each.
There are many reasons why the Russell Index is inferior if you want a small cap portfolio tilt. I just had to convince myself to ditch it.
Answering reader questions about rolling over an HSA, whether a UTMA or custodial Roth IRA is better for your kids, and if it is a good idea to open a solo 401(k) for your kids.
Using index funds to invest will make your life so much easier. Here are 10 reasons why you should be investing in index funds.
Answering reader questions about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life, Roth IRAs, and the Mega Backdoor Roth.
I never thought I would become a victim of financial fraud. Yet somehow I lost $75,000 to a smooth-talking dentist. Here's what happened.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
