Latest News

On January 30, 2021 my grandfather, Segundo “Sig” Sanchez, passed away. He was 100 years old. In many ways,…

One of the underlying themes of this blog is that the vast majority of doctors don't make THAT much money since…

If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to…

Much of the information available on the internet and on WCI covers individual or ‘solo’ 401(k) plans. Not a lot…

Well, I'm home! I know you've been getting posts in your email box from me every day for the last 5 weeks and…

I'm not a big fan of taxing the wealthy, but mostly just because I have a huge conflict of interest, being one of…

In the 70s, the aviation industry had a culture problem. The pilot was an autocratic and authoritative figure,…

ARK (Active Research Knowledge) Funds is a primarily actively managed ETF company founded by Cathie Woods in…

Feeling like you are behind in retirement savings is a common sentiment. People are not generally as far behind…

I am a physician and drive the same car 10 years out of medical school. Here’s why.   Logistical Reasons to Keep…