Participating Whole Life Insurance Basics
[Editor's Note: Regular readers know I'm not a huge fan of whole life as an investment and generally recommend against it in most situations. However, it is not without its benefits which make it su...
[Editor's Note: Regular readers know I'm not a huge fan of whole life as an investment and generally recommend against it in most situations. However, it is not without its benefits which make it su...
Should you add another asset class to your portfolio? Here are the factors to consider in making your decision.
I recently had an article published on The Student Doctor Network (SDN) entitled Financial Considerations For the Student Doctor. It is aimed squarely at medical students and their financial needs, b...
The goal of investing isn't to beat your neighbor or the S&P 500. It's to reach your goals. You'll need to defeat inflation, taxes, and expenses to do so.
Larry Swedroe says 3% is the new 4% (safe withdrawal rate). Here are 6 reasons I don't care.
What do you need to know when implementing or changing a small business retirement plan? Konstantin Litovsky discusses it here.
I don't want my children to be saddled with student loan debt but I also want them to learn to be hardworking and self-reliant. Here's how to help THEM pay for their college.
Q. 1) I am the owner of a whole life policy through Northwestern Mutual. I have owned it since 1999 and have approximately 22K in cash value. Given the low interest environment these days, I think it...
[Editor's Note: We continue our popular Pro/Con series today with a piece on using Stop-Loss Orders. The Pro/Con approach works well with controversial topics in medicine and in finance. I also use...
Learn what dollar-cost averaging IS and ISN'T and why there are better ways to reduce risk. Manage emotions, avoid regret, and skip the hassle of DCA.
Zero-coupon bonds, also known as "zeros" or "strips",are an invention of Wall Street, and like many Wall Street innovations are inappropriate for the vast majority of investors. They are primarily in...
The United States' 401K-based retirement system sucks. Implementing these 10 reforms would give an economic boost to the entire country.
Tax-exempt retirement money is great, but Roth IRA money is better. Here's how to turn the first into the second.
The posts on this website about cash value insurance continue to attract comments (mostly from those who sell it) like a knight in shining armor on a summit in a thunderstorm attracts lightning. Mont...
[Editor's Note: This is a guest post from Matthew Kaiser, JD, an attorney and a blogger. He is a founding partner of a Washington, DC law firm and an adjunct professor of law at Georgetown Universit...