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Don’t Be Car Poor

Every once in a while, I like to rant about one of my personal finance pet peeves: how being car poor keeps you from building wealth. The post Don’t Be Car Poor appeared first on The White Coat ...

Why Are So Many Retirees Renting Out Rooms In Their Homes, And Should You Join Them?

The number of retirees renting out rooms in their homes has surged, according to a new study. Why would older Americans want to take on roommates, and how does the process work?...

The SSA Is Changing How You Apply for Benefits and Update Your Direct Deposit Information: Here's What You Need to Know

The SSA is transitioning to stronger identity verification procedures for both new benefit claims and direct deposit changes....

Starting a Podcast: A Physician’s Guide to Creating Engaging Audio Content

In 2025, podcasting is no longer a trend – it’s a cultural staple. Over 546 million people worldwide tune in ... Read more...

Extreme Overmedication Of Your Aging Parent And Financial Abuse

A daughter found her father, with dementia, being given numerous addictive drugs he didn't need. She intervened and protected him from abuse. Everyone can learn from this example....

Worried about the Market? Here’s What You Need to Know

When markets drop, it can be easy to panic. But history shows that staying invested through downturns can often be the smartest move. In this special market update, we break down what’s happenin...

Experience with Tricare For Life?

My husband is retired from the military and we became eligible for Tricare when he turned 60. I’m planning to retire the end of October at age 64. What have your experiences been with Tricare co...

Where should we move? Family not cooperative.

Long-ish story but we have a family owned home on Lake Michigan that was built by my grandparents. Only one (me) of my siblings group wants to keep the property. I have lived in it full time the last ...

How to Create a Family Dynasty for Lasting Security

The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies....

Don't Forget About State Taxes When Making Roth Conversions

Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the tax drag on your retirement income....

Should You Buy Long-Term Care Insurance?

Don’t ignore the threat of long-term care expenses since they seem so far away; everybody needs a strategy to address this threat....

Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing Roth Conversions

Get 6 surprising takeaways from Boldin's recent survey of users about Roth conversions. The post Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing...

With DOGE Making Cuts at National Parks, Can You Still Use Your Senior Pass?

If you are a U.S. citizen or permanent resident 62 or older, you can still use your Senior Pass at any and all National Parks in the U.S. Here's what the Senior Pass is and how to use it....

What Will The Trump Administration Do With Medicare Advantage?

Whatever Trump does, the consequences will be significant for older adults and younger people with disabilities who rely on Medicare for their health care....

20 Behaviors That Say Probably Grew Up Poor (Like I Did) 

Money habits run deep. No matter how much sits in your bank account, old behaviors stick around like unwanted guests. You can take the kid out of poverty, but sometimes, you can’t take the pover...

Trump’s Economic Policy Chaos Could Dampen The Economy

Above average increases in economic policy uncertainty tend to precede slower increases in economic activity....

How Financial Advisers Can Build Retiring Clients' Confidence

Financial professionals can help families and individuals plan for a fulfilling future in a shifting retirement space....

Managers Don’t Beat Markets (Why Index Funds Are the Best Way to Invest in the Stock Market)

Many investors, even white coat investors, think they or their money manager can beat the market. Here's why they're all probably wrong. The post Managers Don’t Beat Markets (Why Index Funds Are...

Physician Salaries: Latest Compensation Benchmarks Revealed

As a full time anesthesiologist in a leadership position, I have your typical responsibilities of running the board, managing staff, ... Read more...

26 High-Paying Jobs ($100K+) That Are Growing Fast And How to Get One

Making six figures isn’t just for doctors and CEOs anymore. Industries are shifting, and high-paying jobs are popping up in places most people aren’t looking. The key isn’t just work...

21 Hidden Checking Account Benefits You’re Probably Missing

Checking accounts do more than hold money until bills are due. Most people use them without thinking, missing out on features that could save cash, cut fees, and even add extra perks. Banks won’...

Master Your Money: 27 Financial Moves You Should Make Now 

Finances control more of life than most people realize. The difference between stress and freedom often comes down to money decisions made years earlier. Waiting too long to get serious about financia...

Should You Age in Place or Move?

From cost to quality of life, here are the factors to consider when weighing this important decision....

Navigate Economic Downturns: Stability & Growth Tips In A Recession

The question isn’t “Can you sail through a recession?” It’s “What smart moves can you make to boldly grow during a recession?”...

Multigenerational Homes: Solving For Affordability, Care And Retirement

Multigenerational housing is being embraced by younger and older families seeking to address housing affordability, caregiving needs, and retirement security....

Celebrate 60 Years Of How To Avoid Probate Without A Lawyer

It was 60 years ago that perhaps the first book to encourage people to take action without attorneys was published....

If You Know You Are Going To Die, Have Your Funeral Now

We should celebrate life while we are living. We should have celebrations of life while we are living and not wait until it is too late, particularly if time is limited....

Tax Credits That Can Increase Your Refund

When filing your tax return, certain refundable tax credits are more valuable than the more common, non-refundable credits. The post Tax Credits That Can Increase Your Refund appeared first on Getting...

23 Outdated Financial Advice That No Longer Make Sense

Finance changes, but some advice sticks around like an old myth that refuses to die. Bad financial takes get passed down like family recipes, even when they don’t work anymore. I retired early b...

From Riches to Regret: 21 Ways People Waste Their Inheritance (And How to Avoid It)

Some people think inheritance means instant financial freedom. In reality, it’s easy to waste, mismanage, or lose it before it ever has a chance to build real wealth. Without a plan, a windfall ...

5 Things to Do Before a Recession

Things are not looking good. Consumer confidence is falling like a rock. Eggs are $10.99/dozen at Safeway. Inflation is going up all over the place. The Atlanta Fed estimates GDP ... Read more The pos...

Retirement Planning for Female Physicians: Unique Considerations

For most female physicians, retirement isn’t just a milestone, it’s a hard-won victory achieved after decades of using medical brilliance ... Read more...

Driving A 28-Year-Old Beater Made Me Love My Car Again

While visiting my parents in Honolulu this past winter, I ended up driving my dad's 28-year-old beater for eight days. He bought that Toyota Avalon new in 1997—back when I was a college sophomor...

People on Medicare advantage plans, what is your experience?

So, I am planning for retirement and by FAR the largest line item in our future budget is healthcare, especially after Medicare kicks in. So I am just wondering...is medicare advantage adequate for yo...

The "one more year" before retirement question.

So, I read the rules and I'm hoping I qualify to ask this question, as I am currently 53 and plan on working until 59. So that part should qualify me, however, my specific question is regarding my upc...

Loneliness a Risk When Retiring Abroad, Says New Study

More Americans want to retire abroad, but loneliness can undermine your happiness and health, even in paradise. Here's how to avoid loneliness abroad....

When Should Doctors Use a Personal Loan?

Here are all the things that doctors should ponder before they sign their name to taking out a personal loan. The post When Should Doctors Use a Personal Loan? appeared first on The White Coat Investo...

Does anyone know the status of i-orp.com

What happened to the i-orp.com calculator website? The link on the r/retirement Wiki page does not work. There are no recent snapshots of the i-orp.com site on archive.org Is it gone forever? Has it m...

As life expectancy rises, retirement strategies lag

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....

The Power Of Progress: A Simple Exercise To Maintain Financial Momentum In Uncertain Times

Regardless of the markets’ machinations, we can absolutely continue to make progress in our financial plan beyond our portfolio. This exercise from Daniel Pink shows how....