Top 10 Cash Balance Plan Mistakes to Avoid
Cash balance plans can be home runs for physicians and other business owners in the right scenario. But be aware of these potential mistakes.
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.
Cash balance plans can be home runs for physicians and other business owners in the right scenario. But be aware of these potential mistakes.
Every bear market is unique, but those who were investing in 2008 have seen this before. Proper behavior is essential to long-term success.
I was confident in cryptocurrency when I first wrote this post in December 2021. Here's how the recent crash has affected my mindset.
Answering reader questions about wash-sale rules, how tax-loss harvesting affects capital gains, and whether you should take out a physician loan when buying a house.
The stock market is falling, and the US is now teetering on a bear market. It's a rough time for many people. Here's why it's so distressing to me.
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The stock market might be providing scary times in 2022, but now's not the time to panic-sell. Here's how to stay strong.
What is a crypto savings account, and is it something you should get? Here's what we know about the risks and how much money you could make.
Do you need a percentage of bonds to help balance out your portfolio? Not for me. In fact, right now, I own exactly zero bonds. Here's why.
Answering reader questions on knowing when it's time to start spending your money, on asset protection for cars, and on tax-loss harvesting crypto.
You don't need to invest in absolutely everything you've ever heard about. Sometimes, it's just "too hard."
Let’s journey back into time and look at those supposedly great financial ideas that now seem ridiculous. Maybe it can teach us something.
What you should be looking for when you're considering opening an HSA? Here are some things to think about.
Have fun, be in control of your finances, and save a ton of money being a DIY investor. With the right tools and knowledge, you can do this!
Yes, you can invest in jewelry, coins, or exotic cars. But, based on value, taxes, and the ability to offload the product, is it worth it?
The Trinity Study was key in determining that you can't spend 10% of your portfolio each year and expect it to last. How much can you spend?
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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