Getting a Financial Plan in Place
Along with financial planner SC Gutierrez, answering reader questions about the benefits of the new SAVE student loan program, the importance of a written financial plan, and using HSAs as retirement accounts.
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.
Along with financial planner SC Gutierrez, answering reader questions about the benefits of the new SAVE student loan program, the importance of a written financial plan, and using HSAs as retirement accounts.
Let's compare seven different private real estate lending funds from four different companies and see what we like (and what we don't).
Answering reader questions about how 401(k) and IRA limits are totally separate, making Roth vs. traditional contributions, and what to do with retirement accounts when transitioning from residency.
Taking a deep dive into annuities and whether you should get one while we also answer other reader questions about the scourge of whole life insurance and how to best use a Donor Advised Fund.
Is opening a Roth IRA for your children a smart move? Here's what you need to know about starting a retirement account for your kids.
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.
Not everything The White Coat Investor publishes is fully embraced by the readership. Here were some of our biggest fights.
When inflation rears its ugly head, how should you position your portfolio? Is it actually worth making any changes at all?
Learn how 529 to Roth IRA rollovers work and understand the restrictions to ensure that your rollover isn’t subject to taxes and penalties.
Some people misunderstand what a tax-deferred account really is. And it could affect your asset allocation and retirement spending decisions.
What if you have money to save and want a better return than a traditional savings account? An online savings account is a place to start.
I often find the best place to hold cash is in a municipal money market fund. But you have to periodically check the yields to know for sure.
Answering reader questions about the 4% rule and pensions, whether you should pay down your mortgage or invest, and how much you can use long-term capital losses to offset short-term capital gains.
I never thought Bitcoin would be a part of my portfolio. But the last few years have made me a believer. And yes, you should own some too.
If you’re having trouble choosing between FXAIX vs. VOO, here's how to know the similarities and differences between the two index funds.
Buy-and-hold investors surely dream about juicing up their portfolio’s annual return. Here are the times when you should buy even more stocks.
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.
