1035 Exchanges
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...
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.
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...
Pro – Why I Use Trailing Stop-Loss Orders By Alex Foster, Guest Writer I am a believer in the benefits of using low-cost index funds for mostly passive investing. I say mostly passive because I also...
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.
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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...
Attorney Matthew Kaiser discusses when and how to sue your broker.
I wrote about some things to think about when deciding whether or not to pay off your mortgage early a few months ago. My wife and I had a discussion about paying off our mortgage the other day (whic...
In early 2012, Charles Schwab came out with a 401K where the fund line-up was composed entirely of low-cost index funds such as Schwab's own Total Stock Market Index Fund and the Vanguard Small Cap Va...
John T. Reed writes self-published real estate books. You should read this one before getting in to real estate investing.
I've been getting a lot of questions lately about the passive mutual funds available through an advisor from Dimensional Fund Advisors (DFA), especially in comparison to the index funds available thro...
[My monthly column at Physician Money Digest discusses the recent changes to the Utah Educational Savings Plan. I admit I'm a little biased, but I thought it was the best plan in the country BEFORE t...
Depreciation allows you to defer taxes for decades, or maybe all together.
It's straightforward to get out of an investment in stocks but not so easy or straightforward when it comes to real estate. If you own real estate and REALLY need to get out, here are 7 ways to make it happen.
Medical school may not have taught you about money, but we will.
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