[Editor’s Note: Today’s guest post was submitted by a regular reader and Anesthesiologist from Newport Beach, CA that wishes to remain anonymous. I applaud her patience and persistence in a difficult situation as well as her willingness to look at her own relationship with money. We have no financial relationship.] Can you achieve financial security when your partner is not ...

[Editor’s Note: Today’s guest post was co-written by Joseph Gentile, Esq, Co-Founder and Partner at Sarraf Gentile LLP, and Robert A. Izard, Esq, head of the ERISA team at Izard Kindall & Raabe. We have no financial relationship with either. We do see doctors occasionally offered a universal life policy as a work benefit, although these seem to usually be ...

[Editor’s Note: Today’s guest post was submitted by Donovan Sanchez, CFP®, a former guest post contributor and owner of SkyviewPlanning.com. We have no financial relationship.] On January 30, 2021 my grandfather, Segundo “Sig” Sanchez, passed away. He was 100 years old. In many ways, grandpa lived a successful life. He enjoyed prosperous business and real estate endeavors. He also had ...

[Editor’s Note: Today’s guest post is from Konstantin Litovsky, a long-time WCI partner and an expert in designing low-cost small practice retirement 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 Employee Retirement Income Security Act (ERISA) 401(k) plans where in addition to owners (who ...

[Editor’s Note: It’s day 3 in the celebration of our 10 year anniversary and we have more free stuff give away! Today’s winners will be selected from those that post on Instagram describing how WCI has helped them over the years. Include the tag #wcianniversary and you’ll be entered to win one of three sets of all three WCI books. ...

[Editor’s Note: Today’s guest post was submitted by CPT Michael Bork, D.O., a military physician that promotes financial literacy locally and nationally from a military standpoint. The views expressed in this article are those of the author and do not reflect the official policy or position of the Army Medical Corps, Department of the Army, Defense Health Agency, or the ...

[Editor’s Note: Today’s guest post was submitted by regular reader Joshua White, a 2019 DO graduate from Midwestern University who is currently a PGY-2 in Emergency Medicine in Corpus Christi, TX. His passion for financial education and physician wellness shows in this article encouraging financial mentorship—something that many of us would have benefitted from early in our careers and something ...

[Editor’s Note: Today’s guest post is a follow-up on 7 Steps for a Successful Medical Practice Startup and COVID-19 Takeaways from a New Medical Practice submitted by Juli and Dr. William Albright, owners of Alamo Plastic Surgery in San Antonio. It continues to be interesting to walk alongside them to see their takeaways on running a new practice during an ...

[Editor’s Note: PIMD started a debate this week about which is best — real estate or stocks. Those of you following along know that I believe a reasonable answer is to include both. If you want to add private real estate to your portfolio, consider investing alongside me with DLP Capital Partners. DLP currently is offering: an equity fund, which ...

[Editor’s Note: Today’s guest post is written by D.K. Unger with DI4MDS. DI4MDS  is an advertiser on the site and has contributed posts on the topic of disability insurance for active-duty military in the past.] Reservists who require an income to achieve their financial goals have the same need for disability insurance until retirement. All reservists can apply for an ...

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