Variable Universal Life Insurance
Variable universal life insurance is rarely a good idea. In this post I explore what it would take for it to be a good idea for you.
Variable universal life insurance is rarely a good idea. In this post I explore what it would take for it to be a good idea for you.
The LEAP system advocates using whole life insurance to solve all of life's financial ills. It's more of a method to sell insurance than a financial system.
No reason to only save $17.5K toward retirement just because that's the limit on your 401(k). Try these other options.
For most of us, when we buy our first house, having a mortgage or not isn't really a decision we have to make. Few Americans, even high-income professionals, can afford to pay cash for a house. In f...
If you're planning on renting out your house after you move out, it would behoove you to figure out if it is a good investment prior to moving in.
[Editor's Note: This is a guest post from Aden B. Eng, MBA, a Canadian engineer who runs a service that analyzes a prospective investment property for profitability for a flat fee called Independent...
Zvi Bodie's safe investing philosophy is beginning to permeate the investing literature and financial advisor mindset. Read his book to understand why.
As regular readers are aware, I'm gradually increasing my portfolio allocation of Peer To Peer Loans (P2P) to 5%, or about 20% of my fixed income allocation. I rolled over Roth IRA money to Lending C...
There is a "financial guru" named Douglas Andrew who lives in my local area. He is a financial planner, radio host and author who advocates a rather unique approach to retirement planning. I've occa...
There are two types of 529 plans. The first type is basically a tax-free investing account, where you can choose from a variety of mutual funds and whatever is in the account when your kid matricula...
Doctors often qualify as accredited investors by virtue of their income, but they probably shouldn't. Read more!
[Editor's Note: Many medical journals often publish "Pro/Con articles" especially about controversial topics. In this post, Loy Puckett, MD, and I debate the pros and cons of investing in mutual fun...
A whole life insurance policy held for the long term is not a financial disaster, although higher returns are achievable through the market.
One of the pearls Dave has contributed to the personal finance lexicon are his "Baby-Steps." They seem aimed at the financially clueless, but they still have merit for the more knowledgeable.
Q. What should I do with a windfall, such as a $500K inheritance from a long lost Uncle or a larger sign-on bonus than expected? A. Two of my favorite investing/finance books, The Bogleheads Guide To...