529 Plans — A Fantastic Tax Break for the Rich
A 529 plan is a great way to save for college, but who are we trying to kid? 529s help save on taxes. If you're wealthy, be sure to use them.
Beginning your financial journey and learning about personal finance can seem awfully overwhelming. But instead of trying to solve the entire puzzle at once, it’ll be easier (for your mind and for your psyche) to break it down into sections that are more easily digestible.
A 529 plan is a great way to save for college, but who are we trying to kid? 529s help save on taxes. If you're wealthy, be sure to use them.
Here are some of the reasons I've spent time thinking about intentional vs. unintentional giving and why doing the former is important.
For physicians, the conversation about 1099 income and micro-corporations is about professional autonomy and financial acceleration.
Dr. Jim Dahle and Dr. Tyler Scott answer listener questions about 529 plans and Trump Accounts and how and if you should use them for your child's education.
Here's how to think about life and finances in the first year of your baby's life. You don't have to do everything, but here's a list anyway.
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Here are the financial tasks that first-year professional students need to be doing. You probably should complete most of them.
An interview with podcast/author David Stein, where we talk about how experiencing burnout changed the way he thinks about work, money, and investing, and why many high-income professionals struggle with finances even with plenty of information.
When my CEO said my job might be on the line, I changed how I was living. Here's the story of our journey from huge debt to a huge life.
If you've ever asked me a financial or investment question, there's a good chance I've sent you a link to something I've written before.
As my family grows, my wife and I will need to find ways to pay for college. What are the alternatives rather than just using a 529?
As doctors, our risk-averse mindset can influence how we manage our finances. And it can hurt us long-term in our retirement portfolios.
If the first $1 million of your net worth is the hardest to reach, why does the next million dollars you add feel so much easier?
I get all kinds of questions coming from internet forums and my email inbox that are relevant to the WCI community. Let's answer some.
I don’t think I’ve ever really fit in. Perhaps moving to a foreign land and continuing to work instead of retiring will make the difference.
Here are some appropriate times to use debt to your advantage in your financial life. The trick is to know when the risks are too great.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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