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Homepension preparation

Tag: pension preparation

Not everything goes to your portfolio | White jacket
Investment

Not everything goes to your portfolio | White jacket

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 […]

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By Tomasa Rizzotti
October 4, 2025October 4, 2025
12 reasons to consider more Roth | White jacket
Investment

12 reasons to consider more Roth | White jacket

[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 […]

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By Tomasa Rizzotti
September 20, 2025September 20, 2025
Domestic assets protection Trusts as a Tool for Liability Protection | White jacket
Investment

Domestic assets protection Trusts as a Tool for Liability Protection | White jacket

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 […]

author
By Tomasa Rizzotti
September 6, 2025September 6, 2025
4 Simple pension transition plans | White jacket
Investment

4 Simple pension transition plans | White jacket

[EDITOR’S NOTE: We know that learning about finances can be a complex exercise, especially if you’re just starting your career or first putting together a written plan. That’s why The White Coat Investor has created an extensive (and FREE) email series called WCI 101 that will help you learn and review the basics—all in bite-sized, […]

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By Tomasa Rizzotti
August 12, 2025August 12, 2025

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