HRA Strategies for the Self-Employed
If you're a self-employed business owner, learn how to DIY your own Health Reimbursement Account (HRA) while maximizing tax deductions.
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.
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.
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.
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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.
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.
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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