How We Became Actual Real Estate Investors
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot.
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.
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot.
I've often asked myself, "If you could design a financial planning firm from the ground up, what would it look like?" Here's the answer.
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio.
Diversification means different things to different people. I see six levels of diversification. Make sure you nail at least the top three.
I'm actually mostly anti-AUM fees, but the pushback against them has gotten out of hand—and it's time for something to be said.
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Answering questions from the residents in the audience who are wondering about saving vs. investing, buying houses, physician loans, and Roth IRAs.
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2026. Here's what you need to know.
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them.
Answering reader questions about how to understand and select employee stock ownership plans, selecting disability insurance from work and the tax implications of that, and potentially investing in an SPDA.
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
If you have access to TIAA’s real estate account and you're thinking about investing in QREARX, here's what you should be thinking about.
What should you invest in if you're really, really worried about the current level of the US debt? There are plenty of options to consider.
Many founders who think they have a great business idea ask private investors, aka angel investors, to make their dream a reality.
Every year, millions face one of the most challenging math questions in personal finance. How do you figure out whether to take an HSA?
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025.
Medical school may not have taught you about money, but we will.
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