By Josh Katzowitz, WCI Content Director If you read financial websites and blogs and listen to financial podcasts, it is difficult to escape the subject of credit cards and the rewards that you can make a happy traveler or put more money in your wallet. WCI has written about it more than ever in recent […]
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 […]
By Dr. Ian Barbash, guest writer I am an academic pulmonary and critical caretaker, husband and father for four young children. I am the only income earner in our household of six, and I am the financial nerd. My personal financial journey began in 2021. That year I discovered the Witte Coat Investor, followed an […]
By Dr. Jim Dahle, WCI founder Most people who read this blog are already rich or will eventually be. Many of you have children, and you would like them to achieve financial success in their lives. Many of you are planning to leave them enough money that it almost guarantees their success. One of the […]
[EDITOR’S NOTE: Since the beginning of 2021, thousands of physicians with more than $1 billion of student loans have sought help from StudentLoanAdvice.com. The reviews are in: StudentLoanAdvice.com, a WCI company, can save you significant money (the average SLA client saves $160,000 on their student loans). Knowing the best way to manage student loans is […]
By Dr. Josh Daily, WCI -Columnist My journey with a craniopharyngiome started in the fall of 2021, shortly after the birth of my fourth child. I felt constantly exhausted, got some weight and assumed that it was just life with a newborn. Labs obtained to examine these symptoms showed a low testosterone level, which ultimately […]
Doctors devote their lives to patients’ care, sometimes at the expense of their own financial well -being. Many complete the training with heavy debts of student loans, relocation costs and the constant costs for setting up a career and a house. Although the common advice is “avoiding debts where possible”, the reality is that not […]
By Jeffrey A. Cooper, guest writer By Dr. Marc Brodsky, guest writer Suppose a doctor, which we Dr. Will mention Sample, had a nice lunch with friends in their yacht club in Greenwich, Connecticut, when the conversation focused on the subject of malpractice and protection against liability. One of the lunch with the doctor offered […]
[EDITOR’S NOTE: In an effort to bring the ultimate financial planning software to WCI readers, we’ve partnered with Boldin to help DIY investors like you figure out your financial future. With Boldin’s PlannerPlus, you can do detailed budgeting and income planning, get access to an intro course on financial planning, and analyze Monte Carlo scenarios […]
By Dr. Patrick Grace, guest writer For many doctors who evaluate their employment opportunities, one of the most important benefits they consider their pension accounts. While independent doctors often open Solo 401 (K) S or SEP-Iras for spacious pension savings space ($ 70,000 in 2025), doctors are often left with a 401 (K) or 403 […]