Podcast #171 Show Notes: Six Principles of Asset Location Asset location is something that is completely missed by a lot of otherwise pretty financially sophisticated people. I do a deep dive into thi...
Beginning on October 1st, Gmail began sending emails from The White Coat Investor to your spam folder rather than your inbox. Or worse, it marked them as a "phishing" attempt. Nothing changed here at...
WCI, LLC is going to file taxes in 2017 as an S Corp. It will lower our taxes but at the cost of significant hassle.
[Editor's Note: This is a guest post from Kathryn Cicoletti, Founder of Makin'SenseBabe, LLC, where she tries to make learning money topics a more enjoyable experience. Prior to this endeavor, she spe...
[Editor's Note: One of my recent ACEP NOW columns concerns the Backdoor Roth IRA. It takes a while to wrap your head around this one, so I don't mind addressing the subject multiple times. I'm still g...
[Editor's Note: This is another in our ongoing series aimed at dentists by columnist Doug Carlsen, DDS. The principles espoused are useful for high-income professionals of all persuasions.] Two months...
[Editor's Note: I get an email several times a month from doctors who are considering going into financial planning. Apparently, the grass is looking greener over there for some reason for a few docto...
My group is hiring several more positions beginning in Summer of 2015. We will be opening up an emergency department in a brand new hospital in (very) Northern Utah County and thus will need to add so...
[Editor's Note: This is a guest post from Jamie K. Fleischner, CLU, ChFC, LUTCF, an insurance agent (Set For Life Insurance) and a paid advertiser on this blog. She has specialized in helping physicia...
[Editor's Note: This is part 2 in our real estate private placements series. This particular post is a continuation of part 1, also written by Mark Reynolds, a real estate investor who offers privat...
In part 1 of this series, I discussed investing and tax issues and how they are different for a "high-income" doctor ($500K-$2M per year) versus a typical doctor ($150K-$400K per year.) In part 2, Mi...
[Editor's Note: This is a continuation of a guest post by Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF. Part 1 can be found here. We have no financial relationship.] Part 1 focused on the con...
In 1969, Treasury Secretary Joseph Barr announced that 155 high-income households hadn't paid any taxes at all that year. The obvious public outcry prompted Congress to institute an add-on tax they c...
Being a good financial advisor is a tough gig. Not only do you have to convince wary investors they should invest with you, but you also have to distinguish yourself from all the quacks and snake oil...