It's been a while since I did an update post on our real estate investments. The reason for that is primarily the push-back I got the last time I did one. You see, real estate syndicators, platforms, and fund managers don't have any problem…
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Multiple Streams of Income
Just as diversification in your portfolio is valuable, so is receiving income from uncorrelated, multiple streams of income. …
Mega Backdoor Roth with ERISA 401(k) Plans
Much of the information available on the internet and on WCI covers individual or ‘solo’ 401(k) plans. Not a lot is written about…
12 Things to Know About Choosing a Financial Advisor
Many students, residents, and physicians wonder about the process of choosing a financial advisor. In many respects, the process…
Mortgage Financing Guide for Doctors
We're coming up on that time of year again when people start thinking about buying homes and taking out mortgages to do so. A…