How To

How To Cut Your Taxes By Putting The Right Assets In Your IRA

Optimum location for assets: IRA, Roth IRA, taxable account...

How to Research Health Symptoms and Treatments

You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...

How to Make a Lot of Money in 2024: 7 Easy Ways

If you’re wondering how to make a lot of money, you’re in the right place. Here are five of our favorite ways to make lots of money, and save a lot of money. With these 7 tips, you could p...

How to Travel with a Baby

“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...

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...

Ryan & Tyson Thacker Scheduled to Appear on Spotlight Television Hosted by Industry Legend Tom Hegna

These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...

The Three Types Of Career Changes And How To Manage The Costs

Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....

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...

Investment Workshop 2.0

Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...

The retirement endgame: How to guide clients of all generations to their golden years

Clients across generations have different expectations of their financial advisors. Here's how everyone wins....

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...

Why The Solo Years Of Retirement Are The Most Critical And How To Plan For Them

The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....

How to Use AI to Make Money Online (6 Ways in 2024)

We can’t say we’re surprised. AI tools can make tedious, time-consuming, and even challenging tasks quick, simple, and painless. With that in mind, you might be wondering how you can lever...

Know How To Make A Tax-Free Rollover From 529 Plan To A Roth IRA

A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....

How to Make Money Without a Job: 21 Ways in 2024

Most methods for earning money require you to work, at least to some degree. But after a long day at work, you might be looking for ways to earn that don’t require you to pick up yet another gig...

The Dangerous Decade. How to Successfully Navigate the 10 Most Critical Years in Retirement

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced wit...

How To Fight Fair In Couples’ Money Conflicts

A good marriage is hard work, and money makes it harder....

4 Simple Strategies on How to Reduce Taxes and Maximize Retirement Income

Tax-savvy withdrawals in retirement are often overlooked or ignored by investors. That’s bad news when the Required Minimum Distribution (RMD) comes along and OUCH! As individuals approach retir...

How To Spend Less Money In Retirement

Learn more about strategic ways on how to spend less money while planning for a fulfilling retirement....

How To Afford a House These Days

– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...

How to Get Cash for Cans (A Complete Guide)

While incredibly popular in the ‘90s, recycling aluminum cans is still a beneficial habit for the earth and your wallet. Whether you’re racking up soda cans from a Diet Coke obsession or w...

Wired To Give—How To Make The Most Of Your Innate Generosity

We’re wired to give, so let’s do it better and let’s enjoy it more....

How to Make Money as a Teenager (8 Legit Ways)

Whether you’re saving for a special purchase, are tired of asking your parents for cash, or simply want to gain financial literacy, our curated list below will give you a head-start in finding t...

How To Protect Your Loved Ones’ Digital Estates From Ghost Hacking

Cyber thieves are taking the digital lives of the recently deceased....

How to Enter 2023 Foreign Tax Credit Form 1116 in TurboTax

[Updated on January 28, 2024 with updated screenshots from TurboTax for 2023 tax filing.] When mutual funds and/or ETFs that invest in foreign countries receive dividends or interest, they have to pay...

How To Prevent A Retirement Bummer

Today’s pre-retirees face a tough retirement reality and will need to do their homework to live well in retirement....

The Semantics of Finance and How to Tune Out All the Noise

[Editor's Note:At The White Coat Investor, we value the feedback of our readers. It helps us understand you, and it helps us do our jobs even better. That’s why we’d love for you to take j...

How To Deal With Aging Parents Who Refuse Help With Finances

Trying to get financial control over an impaired aging parent's finances can be highly frustrating. Learn what to do as an appointed agent with power of attorney....

How to advise each generation for retirement

Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....

Ibotta Review 2024: How to Maximize Your Earnings

Ibotta is a free cashback app, allowing you to earn real money by scanning receipts and making online purchases. In comparison to other cashback apps we’ve reviewed, Ibotta ranks highly and is c...

15 Tips for How to Be Rich

[Editor's Note: We’re exactly 30 days away from the best conference of the year, a gathering that could truly change your life! And since the Physician Wellness and Financial Literacy Conference...

The Four Headwinds of Retirement and How to Combat Them

There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security....