The Pros and Cons of Target Date Funds Is it a good idea for you to invest in target date funds? Here are some pros and cons of using TDFs as an investment strategy. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 20 days 20d Share
What Happened to the Big Squeeze? A few economic changes have occurred since I wrote my first book that make at least one chapter look silly. It's called The Big Squeeze. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 21 days 21d Share
Vanguard Backdoor Roth Tutorial Ready to complete your Backdoor Roth IRA with Vanguard? Check out this tutorial which will walk you through it step by step. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 22 days 22d Share
Managing Taxes in Retirement with Sean Mullaney An interview with author and CPA Sean Mullaney, where we discuss smart ways to manage your taxes in retirement; when Roth conversions shine and when they don't; and how tax, retirement, and estate planning all fit together. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 23 days 23d Share
How to Get Started in Private Real Estate Investing If you've been considering an investment in private real estate, here's a little bit of experienced advice on how to get started. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 24 days 24d Share
The Importance of Collaboration While Building Wealth (and Why I Dragged My Financial Advisor into My CPA's Office) Just like healthcare, there are so many moving parts when talking about financial health. Getting everybody on the same page is vital. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 25 days 25d Share
What to Expect from Our New Website Here's everything you need to know about the redesigned White Coat Investor website--and a history lesson on how we got to this point. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 26 days 26d Share
Random Financial Thoughts Floating Through My Head Let's talk about how many people are losing money thanks to social media financial advice and if 529s are getting less popular. whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 27 days 27d Share
Reversing Your Lifestyle Creep What happens if you don't live like a resident? What happens when you aren't meeting your financial goals because of lifestyle creep? whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 28 days 28d Share
Should You Get a 50-Year Mortgage? Yes, it's possible to take out mortgages that are 50 years long. But is that the right move for you to make? whitecoatinvestor.com whitecoatinvestor.com / feeds whitecoatinvestor-com / / #money / / 29 days 29d Share