The New WCI 401(k)
Six months ago we began the process of creating the World's Best 401(k) Plan. See my wish list of features, compromises, and final result!
Six months ago we began the process of creating the World's Best 401(k) Plan. See my wish list of features, compromises, and final result!
Discussing passive income with Peter Kim. We're talking vetting private real estate, real estate investing for a young doctor, lessons from deals gone bad, trying to time the market, and lots more!
If you're a self-employed business owner, learn how to DIY your own Health Reimbursement Account (HRA) while maximizing tax deductions.
Regret buying Whole Life Insurance? Deciding whether to keep, cancel or exchange the policy can be a dilemma. Here are your best options.
You've likely heard the phrase "debt is a negative bond". Here's what that means and its implications on your financial life and portfolio.
Here are the pros and cons of investing through publicly traded REITs, privately traded REITs, crowdfunding, and syndications.
Too many unforeseen risks can end your professional career. Reduce your exposure and diversify with multiple streams of income.
Screening tenants is critical to the success of direct real estate investors. This is how you can make it a more pleasant and profitable experience.
If investing in private real estate is right for you, where do you park your money in the meantime? Also talking financial habits for med students, deep risk of devastation, and lots more.
Don't commit the investing sin of market timing by "taking some money off the table" if you're ever planning to put it back on. Here's why.
Low interest rates and booming stock markets have caused many to think that bonds have no place in a portfolio. They're probably mistaken.
If your money is in retirement accounts like a 401(k) or Roth IRA, know your options for using these funds to invest in real estate.
Cash balance plans can help highly paid doctors, dentists and attorneys reduce taxes and increase retirement savings. This is how they work.
A Single Premium Immediate Annuity (SPIA) is really the only type of annuity most people should consider buying. Here's why you may want one.
Offering an honest reality check on what bitcoin is and isn't useful for and why people actually own this cryptocurrency.