What to Do with a $900,000 Lump Sum of Money
After selling our house and moving states, we have nearly $1 million left over. Here's what we did with such an enormous windfall of money.
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.
After selling our house and moving states, we have nearly $1 million left over. Here's what we did with such an enormous windfall of money.
I recently had a podcast question from a doctor who has four separate 403(b)s with a match. Here's how he can maximize his retirement savings.
Answering reader questions about how to adjust your asset allocation and when to do it, what changes to make with your asset allocation when thinking about your long- vs short-term investment plan, and how to make the most of your asset allocation.
Now that Ascensus is buying the Vanguard Small Business Division and taking over its solo 401(k) accounts, what do you need to do?
RISA identifies how a person feels about funding their retirement. Here's a deeper dive into RISA and what I learned about myself.
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We've written several posts about Bitcoin in the past. Now that Bitcoin has risen significantly, how should you think about it?
I found a very full email box on a recent Monday morning. Many of them seemed applicable to others, so I turned them into a potpourri post.
We had some fun creating our own WCI Fund to see how it stacked up against VTSAX and FSKAX. Here are the one-year results.
Maybe you've heard of the 5-Year Rule when discussing personal finance. But did you know there are actually four rules? Here's what they are.
Answering reader questions about high-yield savings accounts, whether you should start a 529 if you are going to be an older parent when your kid goes to college, and if you should raid your taxable account to pay cash for a new house and avoid a high interest rate.
Some advisors think asset allocation is the primary tool to manage the Sequence of Returns Risk as one nears retirement. But should it be?
If you get into real estate investing, you're likely going to make plenty of mistakes. Here's how you (hopefully) can avoid some of them.
Let's discuss one of the silliest myths in the personal finance and investing world. Because it's totally false and potentially harmful.
As you invest, it's imperative to understand the factors of small, large, growth, and value. Luckily, we can use movie stars as examples.
Discussing all things Roth, including conversations about Roth IRAs, the Backdoor Roth, the Mega Backdoor Roth, Roth conversions, and what all of that means. We start with a 101-level discussion before moving to a 201-level discussion and then diving into graduate-level tips and tricks.
Medical school may not have taught you about money, but we will.
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