Johanna talks about issues you should consider when deciding whether to rent out your old home. But there may be situations which lend themselves to renting out your house – let’s talk about it in my Vlog, When to Convert to a Rental. Continue reading
Videos
Ideas for Doing Finances as a Couple [VIDEO]
It’s a rare couple that is in 100% agreement on spending. But you need to be able to find some common ground, especially if you are planning for early FI. Ben has some tips to help you pull in the same direction when you’re discussing money! Continue reading
Expense Ratio Exercise: Which Portfolio Wins? [VIDEO]
Fees are a popular discussion on many physician financial blogs and some passive funds have managed to drop expense ratios to under .1%. But how much do expense ratios matter to your long-term fiscal fitness? Continue reading
Market volatility – is it a good time to buy? [VIDEO]
Are stocks on sale and is now the time to put money in the market? Michelle has some timely advice to help you put the current market roller coaster in perspective. Continue reading
New Rules for 529 Accounts [VIDEO]
TCJA had a gift for those of us who are saving for college using 529 accounts. Michelle talks about new ways you can use those funds and with a quick lesson on all the changes. And what about Coverdell ESAs – are they worth the bother? Continue reading
Is Social Security a Good Investment? [VIDEO]
Social Security – have rumors of its death been greatly exaggerated? Does it belong in your financial plan – or should you exclude it and hope to be happily surprised? Find out what Michelle has to say about it in this month’s vlog… Continue reading
Protect Your A$$ets [VIDEO]
Could you be wiped out if someone has an accident in your rental property? How about in your own home? Michelle talks about steps every property owner should take Continue reading
Reviewing Your Employee Benefits Package [VIDEO]
An important, but overlooked, area in any new job is the benefits package. Since the quality of your benefits can have a profound impact on your job satisfaction, you should ask meaningful questions before you sign on the dotted line. Michelle has tips to help you navigate Continue reading
Timing Your Backdoor Roth Conversions [VIDEO]
Is an IRA blocking the way for your backdoor Roth conversion plans? It doesn’t have to ruin your plans if you know when to make your move.
7 Reasons to AVOID Using a Trust [VIDEO]
Sometimes setting up a trust is not a good idea. In other words, you can’t always trust a trust. Michelle articulates SEVEN reasons you might want to find a non-trust solution in this month’s Vlog.
Fiscal Fitness News 