Why I Am Winning with Crypto
Bitcoin was up more than 120% in 2024. But that's not the only reason why I'm winning with cryptocurrency in my investment portfolio.
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.
Bitcoin was up more than 120% in 2024. But that's not the only reason why I'm winning with cryptocurrency in my investment portfolio.
You shouldn't chase performance when you're investing. Here are options that will help you avoid a potentially costly mistake.
Today we answer a few questions about estate planning, what a Grantor Retained Annuity Trust is, contribution limits when you have multiple 401(k)s, what to do if you are gifted a property that is not going to get a step up in basis and you need to prepare for the potential tax bomb, and how long it should take to save up a 4-6 month emergency fund.
As 2024 turns into 2025, let's explore why you should invest, how to invest, and exactly when you should invest.
Answering listener questions about HSAs, UTMAs and the tax benefits of contributing to them, whether you should tax-gain harvesting in a UTMA, and I Bonds within a 529.
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If you get the "How Much?" decisions right, then the "What?" decisions won't matter nearly as much. Let's expound on that further.
There are plenty of different ways to help your kids become wealthy. Check out this HSA loophole that could make your kid a millionaire.
While there are some good annuities that can be utilized by white coat investors, the vast majority that are sold are terrible deals.
Answering reader questions about the Mega Backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs, and what to do with an inherited IRA. We also talk about whether the Robinhood 3% match is worth the switch.
When my wife took a new job, I was pumped she could finally get an HSA. But as I crunched the numbers, I wasn't sure it was the right move.
What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much.
Here's everything you need to know about investing in BOXX, including its tax implications and how much it could ultimately cost you.
If you're thinking about buying into a building with an HOA, make sure you think through these points. Here's how much it cost me.
Answering reader questions about low cost index funds and how they actually work, what happens when you take out a loan from your 401(k) to invest in real estate, and when to consider and prioritize buying into a partnership.
Follow these steps to make it easy to design, implement, and maintain a portfolio across your various investing accounts.
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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