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.
By Dr. Jim Dahle, WCI Founder Let's say you've done very well for yourself and you're going to have an estate tax problem. Your estate will be more than $5.34 Million ($10.68 Million if married) when...
A home is an investment, for better or worse. It has expenses, has capital gains (or losses) and pays dividends (saved rent.) Invest wisely.
[Editor's Note 2/3/2020: This post gets more traffic than any other asset location post on the blog. But it is far from my best post on the subject. In fact, I'd recommend you skip this one entirely a...
An individual retirement ANNUITY is the ideal way to hold a SPIA purchased with tax-deferred money. You avoid a big tax bill and complex calculations.
Crowdfunded private real estate is the new alternative to REITs. But it is really better? Certainly not in every way.
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Are you worrying about the wrong investing risks? Become an investing adult by understanding and mitigating against the TRUE risks of investing.
There are nearly 20 companies offering individual or Solo 401(k)s. There are great options at Vanguard, Fidelity, Schwab, and TD Ameritrade. Find out which Solo 401(k) provider is best for you.
Bitcoins are for speculating, not investing. High-income professionals can easily reach their financial goals without speculating.
This post evaluates 8 different aspects of investing to determine which is the better overall investment — stocks or real estate.
[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.
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.
Medical school may not have taught you about money, but we will.
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