Why should physicians in practice consider a Backdoor Roth IRA? Make sure to do it correctly and efficiently to get the greatest benefits. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks…
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Using Financial Failures To Move Forward
What if failures improved your chance of success? Everybody makes mistakes – this much is true. But are you failing forward after your mistakes? There’s a great book by John Maxwell called Failing Forward. Maxwell…
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The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You
How Employers Penalize Ambitious 401k & 403b Savers
Normally, companies reward ambitious and productive employees. After all, these employees make their employers lots of money. In this case, though, it’s the reverse. Many “on the ball” retirement plan savers are being penalized by…
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Pulling Back The Curtain On Target Date Retirement Funds
Chances are you’ve heard of Target Date Retirement Funds (TDRF) by now – they have blown up in popularity and size over the last several years. According to Morningstar research, TDRF funds: Have more than…
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The True Cost Of The “No-Fee” 401k Rollover
You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
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Student Loan Payoff vs. Investing vs. Saving
This is a guest post from Miranda Marquit, a financial journalist. She writes for a number of publications about subjects related to money. You can read more of her writing at PlantingMoneySeeds.com. When you have…
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3 Behavioral Hints for Financial Success
This is a guest post from Michael S. Potapov, CFA. Michael has worked at E.S. Barr & Company since May 2006 and is responsible for researching individual holdings as well as assisting in portfolio management….
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6 Simple Rules: Investing For The Beginner
Investing is counterintuitive. Successful investing doesn’t correlate with intelligence. Great investing is boring and not at all newsworthy. Bad advice is more common than good advice. The good advice is often overly complex. This is…
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3 Things No One Will Tell You About 529’s
College is expensive! And it’s only getting worse. What’s your plan? Your answer will depend on your specific situation, but either way, you should get on it while you still have time on your side!…
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Should You Pay Off Debt, Build Up Savings, or Invest?
You made it through school. You’re a young professional working in the career you were trained for, and through your work you’re finally earning enough money to have a discretionary income. You really want to…
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