529s, Inheritance, and Roth IRAs for Kids
Answering questions about 529s, the Secure Act 2.0, which funds to choose for your kid's Roth IRA, the best way to hire your children, and how much to spend on an engagement ring.
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.
Answering questions about 529s, the Secure Act 2.0, which funds to choose for your kid's Roth IRA, the best way to hire your children, and how much to spend on an engagement ring.
Total bond market index funds are not the way I would choose to invest in bonds. Here are some of the reasons why I don't care for them.
We talked to a pair of doctors who are worth more than $40 million about how they accumulated so much wealth and how they spend it.
Let's have some fun and get your input to create our own WCI Fund to see how it stacks up against VTSAX and FSKAX.
Aiming for FIRE? Max out your retirement accounts before investing in taxable. Why? It's all about the math.
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Answering questions on non-compete contracts and why they might be banned and whether annuities are the right answer during these high-interest times.
If you retired between 2020-22, the sequence of returns risk is a real danger to you. But what if you're ready to retire now in 2023?
Answering questions about asset location, including weighing tax efficiency against higher returns, high-yielding ETFs, and bonds with high fees.
Now that one of my private real estate funds is closed out, let's see how it performed and how it compares to other investments.
Though US stocks have mostly outperformed international stocks in the past decade, here's why you should keep investing in the global market.
FSKAX and FXAIX are two popular mutual funds offered by Fidelity. Learn the differences between the two and which might be best for you.
Many real estate investors lose a lot of money on their first investment. Here's how we lost so much cash while trying to sell our house.
An interview with an emergency medicine physician where we talk about an inflated lifestyle, the shame one might feel, and how to solve those problems to still reach financial independence.
Before buying any permanent life insurance policy, be sure you understand if you're one of the rare doctors for whom it actually makes sense.
With interest rates rising, is now a good time to buy CDs and perhaps ladder them for the next several years? Here's what to consider.
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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