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.
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.
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.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
When getting into the real estate market whether it’s your first home or an investment property, there are a number of things that most people consider: Financing – how much should I put down and how...
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...
Cons of Investing in Mutual Funds By Dr. Loy Puckett, Guest Writer Mutual funds aren't what they used to be. They used to be the cat's meow back in the 1990s when we were riding a huge bull market an...
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...
A reader sent me a link to a recent article published in Physician News Digest called "Doctors Betrayed By Traditional Financial Strategies." I felt there were enough inaccuracies and poor assumption...
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.