529s, I Bonds, TIPS, S Corps, ETFs, and 403(b)s
Answering reader questions on using 529s for K-12 education, interest from I Bonds, timing your ETF transactions, and why TIPS aren't doing great.
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 reader questions on using 529s for K-12 education, interest from I Bonds, timing your ETF transactions, and why TIPS aren't doing great.
Experts are always saying to expect returns in the future to be lower than they were before. If they're right this time, here's what to do.
Answering reader questions about avoiding capital gains taxes, disability insurance policies for mental health, and enhanced cash management portfolios.
Answering reader questions about FSAs mixed with HSAs, employee stock, and Rich Dad Poor Dad. Plus, we talk about how we set up our own investment portfolio.
Just because you, as a doctor, are usually the smartest person in the room, that doesn't make you a good investor. Here's how to get better.
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The website and the app for the Thrift Savings Plan have been given a facelift. Here's what they look like and the best way to use them.
Answering reader questions about VTSAX losses, tax code changes, and Roth conversions in retirement. Plus, an interview with Kenji and Leti of the Zero to Freedom real estate course.
An interview with two physicians: one who has created a direct real estate empire and his son who is looking to keep it going.
As a general rule, good investing is boring investing. If you want to start real estate investing, you'll have to sift through the hype.
We stuffed our lives into two backpacks and four suitcases to move to Portugal. Here's how it affected our taxes and retirement accounts.
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.
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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