Why IUL is a Bad Investment
Indexed Universal Life Insurance is a complex insurance-based investment designed to be sold, not bought. Here's 5 reasons not to buy this type of life insurance.
Indexed Universal Life Insurance is a complex insurance-based investment designed to be sold, not bought. Here's 5 reasons not to buy this type of life insurance.
A critical task for a diy investor is to implement your asset allocation across accounts. Here's a guide to build a spreadsheet for the job.
Interviewing Christine Benz, Dir. of Personal Finance at Morningstar. Discussing investing during a Biden Presidency, cryptocurrency, female vs male investors, and more.
Physicians need to have a 20% savings rate to reach retirement goals. Follow these seven tips to increase savings if you're falling short.
Want to begin investing in real estate but don't know where to begin? PIMD has seven great suggestions for getting started today.
If you haven't yet contributed to your backdoor Roth IRA, here's the help you need to get it done today. Also discussing adding asset classes to your investment plan, inherited money, and lots more.
Slow down! Using doctor loans to finance investment properties is a risk you don't need to take to reach your investing goals.
Reach your financial goals by creating a written financial plan! Learn how to create a reasonable plan to accomplish your highest priorities.
There are a few great investments only available to doctors. Take advantage of as many as possible to speed your journey to financial success.
401(k) participants are asked to choose between dozens of mutual funds. Here's how to choose the right funds to reach your investing goals.
I've found at least 6 lessons to take away from the coronavirus-related economic downturn. Learn them to weather this and future storms.
We're talking the new stretch IRA, QBI Deduction and the Solo 401(k), rebuilding your practice during COVID, Backdoor Roths, and more!
Have you contributed directly to a Roth IRA only to realize your income was too high to be allowed? Fix the problem through the Back Door.
Are you being sold the idea of an "infinite return" on real estate investments? Proceed with caution! Here's what they're really saying.
What's the ideal percentage to have in a Roth in retirement? Also talking joint family systems, investing in farmland, annuities, and lots more.