Investing

Grass is getting greener: A lawn maintenance cost checkup

With more hours of sunshine comes the season to invest in lawn care maintenance....

An Introduction to Tax-Loss Harvesting for Doctors

Tax loss harvesting is a strategy that can help minimize taxes in your investing plan. In this post, I asked ... Read more...

Betterment Buys Ellevest’s Robo-Advice Side

Under terms of the agreement, Ellevest will transfer their automated investing accounts to…...

Once You Hit 55, Is the Stock Market Still Your Best Bet?

If you're investing heavily in the twists and turns of the stock market in your 50s or 60s, you may be risking too much....

Need an old person's opinion. Time is running out and I need a new approach.

Tl;dri need to change my investing/debt payoff/savings strategy because of my age (and lack of sleep). I'm looking for responses from people who understand how finances and investment strategies chang...

House and Senate Reintroduce CITs in 403(b) Plans Legislation

Both bills would open a path for 403(b) plans to invest in CITs...

The Four Cornerstones of a DIY Retirement

So much has changed in the world of personal finance and investing over the past 30 years. ETFs and index funds have replaced individual stock portfolios and managed mutual funds. Investing moved onli...

Warren Buffett’s Wisdom on Frugality and Financial Freedom

When I was a teenager in the 90s I spent hours in the library, flipping through every investing book I could get my hands on. Warren Buffett, Benjamin Graham, and the other greats made wealth-building...

Before the Next Time Markets Sink, Do Your Lifeboat Drills

An eventual market crash is inevitable. We can't predict when, but preparing for the ups and downs of investing is imperative. Here's what to do....

What's Worth Your Time in Retirement?

Retirement can be a period of personal growth. Acknowledging that your time is precious — and investing it wisely — will help you reap huge rewards....

From Struggling To Living Well On $500K A Year: Escaping the Rat Race Faster

A couple earning $500,000 a year should feel rich, right? That’s top 2% territory in America—plenty of cash to save, invest, and splurge on the finer things in life. Or so you’d thin...

5 Little-Known Uses of Roth Contributions and Conversions

Contributing to a Roth IRA is one of the smartest ways to get ahead in investing. Here are five extra reasons why. The post 5 Little-Known Uses of Roth Contributions and Conversions appeared first on ...

The Purpose Code: A Free Book Giveaway

Jordan Grumet (aka DocG) is a long-time thought leader in the financial independence and retire early (FIRE) community. His podcast, The Earn & Invest Podcast, is nearing its 600th episode. He&rsq...

How to Increase Retirement Savings in 2025

If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...

Bernstein: "If you've won the game, it's okay to stop playing."

Is anyone familiar with this idea by William Bernstein ? He says to set up a part of your portfolio to cover necessary expenses in retirement and then invest the rest. Include all safe payouts like So...

Earn Active Income For Wants, Use Passive Income For Needs

When you reach financial independence or retirement you may eventually experience a sense of emptiness. After years of hard work, aggressive saving, and smart investing, you might feel a letdown becau...

The 12 Best Things Rich Retirees Do

From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees develop habits to live by....

The Sunday Best (12/15/2024)

Welcome to this week’s edition of The Sunday Best, where we dissect the trepidation around investing at all-time market highs ... Read more...

What to Know About Leverage and Bitcoin's Meteoric Rise

Leverage in the financial world can lead to astonishing success or a crushing collapse. How are investors using leverage to invest in bitcoin?...

Acorns Review 2025: Is Acorns the Best Investment App for Beginners?

Discover how Acorns simplifies investing for beginners in 2025. This in-depth review covers features like Round-Ups, diversified portfolios, pricing, and new updates, helping you decide if it's the ri...

Is BOXX the Place for Your Cash?

Here's everything you need to know about investing in BOXX, including its tax implications and how much it could ultimately cost you. The post Is BOXX the Place for Your Cash? appeared first on The Wh...

TurboTenant Review: Simplify how you manage your rentals

Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...

How Preferred Stocks Can Boost Your Retirement Portfolio

Higher yields, priority on dividend payments and the potential for capital appreciation are just three reasons to consider investing in preferred stocks....

Got $1,000? Here Are 20 Ways We'd Spend It This Year

Whether you're investing in your future or helping others, $1,000 can be put to a lot of good use. We've rounded up some ways to save, donate or spend it....

Winning Investment Strategy: Be the Tortoise AND the Hare

Consider treating investing like it's both a marathon and a sprint by taking advantage of the powers of time (the tortoise) and compounding (the hare)....

You Can Dial Back Real Estate Risk

We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...

A Guide to Gold IRA Investment

Planning for a financially secure retirement is crucial. One effective strategy is to invest in a Gold IRA. A Gold IRA, or Precious Metals IRA, is a unique investment vehicle that allows you to divers...

1031 Exchanges: Common Errors You Want to Avoid

In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...

What are your experiences with a RILAs for part of your retirement investment?

What are your thoughts on a RILA investment for retirement? Does anyone have experience investing into a RILA? Registered index linked annuities. The one I was looking at gives 20% protection of you i...

TIPS vs. I-Bonds: Which to Use for Inflation Protection in Your Portfolio

Inflation is a major risk for investors, especially those investing in fixed-income investments such as bonds. Treasury Inflation-Protected Securities (TIPS) ... Read more...

Buffered ETFs — What You Need to Know

What are buffered ETFs? Are they something you should be investing in, or is it a product made to be sold? Here's the scoop. The post Buffered ETFs — What You Need to Know appeared first on The ...

How to Teach a Kid About Stocks: Easiest Way To Explain Stocks to A Kid

When my 7-year-old son Jonathan asked how large companies operate, I saw an opportunity to teach him about stocks using his own business experiences. By relating investing concepts to his entrepreneur...

Should I keep lifetime income annuity at $20K/year? Other options?

I know many people hate annuities (and I have mixed feelings too), but where else can I get guaranteed lifetime income with low risk for $250K to invest? I am married 65F not yet taking SS (FRA is Jan...

Changes in the Retirement Planning Landscape

We have moved from a defined benefit plan to a defined contribution plan, which means the onus for saving and investing has transferred from employers to employees....

Direct Indexing: A Growing Investment Strategy Among The Wealthy

One of the investing strategies growing in popularity with the wealthy is Direct Indexing. Before my consulting stint at a fintech startup in 2024, I had never really heard of Direct Indexing. If I di...

VWIUX vs. FMBIX: Which Bond Fund Is Best?

Municipal bonds offer a unique method of investing with a nice tax benefit. Let's take a look at VWIUX vs. FMBIX and see which is better. The post VWIUX vs. FMBIX: Which Bond Fund Is Best? appeared fi...