A Doctor’s Review of the Retirement Income Style Awareness (RISA) Profile
RISA identifies how a person feels about funding their retirement. Here's a deeper dive into RISA and what I learned about myself.
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.
RISA identifies how a person feels about funding their retirement. Here's a deeper dive into RISA and what I learned about myself.
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.
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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.
I have regularly received questions for years about Halal investing for devout Muslims. Here's what you should know about it.
The government wants you to run a business and invest in it. And if you're a real estate investor, all the better when it comes to taxes.
Let's explore the many reasons why buying individual municipal bonds instead of bond funds might not be the right choice for you.
Along with Friend of WCI Chad Chubb, we answer reader questions about when an IRA is too big to convert to a Roth, how long you can wait to do the conversion in a Backdoor Roth, and the difference between wants and needs.
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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