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Most Common Misconceptions About Money
As I approach my 65th birthday later this year, I have arrived at a common conclusion that getting older stinks … Read more
Nirav Shah, MD
How to Maximize Social Security with the “Bridge Strategy”
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, … Read more
How to Set Up a Tax-Efficient Investment Waterfall
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of … Read more
9 Money Mistakes Couples Make and How to Avoid Them
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor … Read more
Non-Financial Aspects of Retirement
When planning for your retirement, there are a variety of things to consider in addition to how much you might … Read more
6 Things You Must Do to Retire in 5 Years
If you are at the exciting point in your life where retirement is a mere five years away, you may … Read more
The Top 10 Emerging Real Estate Markets to Watch
Real estate had a brutal year in 2023. High interest rates prices out many buyers from jumping into the market. … Read more
Key Lessons from “The Automatic Millionaire”: A Financial Planners Review
Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial … Read more
The Physician’s Guide to Remote Work and Telemedicine
Over the past decade, working from anywhere (WFA) has become a reality for millions of people. The medical field, traditionally … Read more
Top Seven Incredible Benefits of Outsourced Bookkeeping
Introduction Most small businesses hesitate to outsource bookkeeping to reduce their overheads or because they need to know where to … Read more
Investing in Us: How Couples Can Overcome Attachment Anxiety with Smart Finances
Have you ever noticed how a quirky thing like money can stir up more than just our spending habits, especially … Read more
50 Boring Businesses to Invest in or Start: A Comprehensive List
Investing in a business can be a daunting task, especially when it comes to choosing the right industry. While many … Read more
How to Invest $200k to $250k Cash In 2024
Happy New Year – it’s the beginning of another year and a great time to plan for how you’d invest … Read more
Physicians’ Guide to Buying Online Businesses to Diversify Income
While physicians tend to earn a very healthy paycheck, it’s also a career path with many expenses, drawbacks, or burnout. … Read more
25 Ways to Make Mailbox Money: Simple and Effective Passive Income Strategies
Understanding Mailbox Money While the idea of it might sound too good to be true, there are actually quite a … Read more
Monetary Metals Review: How I Started Earning Yield On Gold and Silver
I’ve always wanted to own precious metals like gold and silver as part of my portfolio allocation to hedge against … Read more
Choosing the Perfect Retirement Home: 12 Essential Factors to Consider
After COVID it feels like a number of my friends’ families and distant family are getting older and need a … Read more
Well-being and Burnout in Medical Students
Have you ever tried holding your breath underwater and felt the burning urgency to resurface for air? Now, imagine that … Read more
Is a Housing Market Recession Upon Us in 2023?
At the end of 2022, the falling housing prices and low activity indicated a sharp decline in home prices. But … Read more
Techvestor Review: Realistic Returns or Hype?
If you’re interested in real estate investments like me, you may have recently seen ads for Techvestor online or on … Read more