Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include investing for seven generations, are real estate tax advantages going away under Biden, why good savers … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include eight reasons why renting isn’t throwing away money, one in five millennials think they can never … Read more
I want to wish all you mothers an early Happy Mother’s Day. We welcomed our first grandson into the world a few months ago and I have been reflecting on both the effect he has had on our family, and the effect our family will have on him. Every woman’s face just lights up when … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include money can’t buy happiness but…., the double penalty a widow pays, legal steps to take after … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include an easy mnemonic for establishing a financial plan, actual costs of traveling the world in retirement, … Read more
One very lucrative way to sequence your distributions in retirement is to take money first from taxable savings and brokerage accounts; leaving the money in your retirement accounts to continue growing tax deferred or tax free (Roth). This is beneficial because taking money from taxable accounts requires you to pay taxes on the gains. The … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include the three questions that will keep your priorities straight, the success habits of self-made millionaires, how … Read more
(Don’t miss my lectures today at the WCI Physician Wellness and Financial Literacy Conference. Get your tickets today for this awesome CME event going on right now.) Retirement is often thought of when we think about financial independence. The FIRE (Financial Independence/Retire Early) movement definitely ties the two together. But financial independence is so much … Read more
(Don’t miss my two lectures on Debtabetic Neuropathy and Retiring Through Real Estate at the White Coat Investor’s Physician Wellness and Financial Literacy Conference the first week of March. Get your tickets now. This is one of the least expensive CME options you will find, and you won’t even have to leave your home.) Each … Read more
Over the last 32 years I have been following the literature concerning money, investing and debt. In the last few years I started writing about the topic as well as sharing my knowledge with other physicians through one-on-one financial coaching. Through the years I have seen many people make the same mistakes when projecting financial … Read more
