Most financially astute physicians have a goal of becoming financially independent at some point in their lives.   What Is Financial Independence? Financial independence can be defined as having enough income that you can pay for your expenses for the rest of your life without ever needing to “work” again for money. The financially independent may still continue to work, ...

A critical task for a do it yourself investment manager is to implement one’s asset allocation across their investing accounts. This is generally done to maximize the asset location (tax location) aspects of the portfolio. It’s really just a spreadsheet problem and one of the reasons I’ve said if you can’t use basic spreadsheet functions you really have no business ...

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