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Most kids of high-income professionals won't qualify for need-based financial aid. It's best to rely on four pillars to pay for college.

Many doctors are making critical errors when buying disability insurance. Here's what you need to know to protect yourself and loved ones.

It's time to announce the 2026 WCI Financial Educator of the Year award. The winner received a truly great nomination.

Answering listener questions, where we talk through reverse mortgages, refinancing during residency, LLC and brokerage account questions, and more.

Let's talk about the key tasks--from must-buy items to financial decisions--so that you can hit the ground running while going into residency.

Due to its potential tax efficiencies, direct indexing can make sense for many investors. Here's what to know, including potential downsides.

Several major transition points in our lives have an oversized impact. Retirement is one of those. Here's how I'm thinking about it.

Let's journey back in time and discover how and why a tech enthusiast thought it'd be a good idea to spend 10,000 Bitcoin for some pizza.

Long-time readers are well aware that my wife and I give away lots of money. Here's why giving to charity is so important to our own wealth.

I still talk to my accountant about everything. The difference now is that those conversations happen alongside all my other wealth planners.