Latest Updates Around The World
You’ve probably heard this sentence before: “The first million is the hardest.” I received an email about this not too long ago. “I’ve been following you since about 2019 and listening to most of the podcasts. I’ve heard that the first million in net worth is always the hardest. My wife and I are both […]
Not everyone needs a financial advisor, but for many the value of working with a professional is real – whether it’s optimizing decisions, avoiding costly mistakes, or simply reducing stress and freeing up time. For those who choose to delegate, one question should be central: what is a fair price for quality guidance? Financial planning […]
By Dr. Josh Daily, WCI columnist Over the past few years, I’ve noticed a new type of question emerging from fourth-year medical students in the personal finance program that I co-direct. Just before race day they come to me, with a spreadsheet in hand, and ask: “Should I rank higher the program that offers a […]
By Dr. Jim Dahle, WCI founder I come across a lot of do it self (do the -self) investors who try to find out how social security, a pension, a single premium immediate annuity (Spia) or their equity fits into their portfolio. Newsflash! It doesn’t. None of it. There are some things that are included […]
[EDITOR’S NOTE: In an effort to bring the ultimate financial planning software to WCI readers, we’ve partnered with Boldin to help DIY investors like you figure out your financial future. With Boldin’s PlannerPlus, you can do detailed budgeting and income planning, get access to an intro course on financial planning, and analyze Monte Carlo scenarios […]
