personal finance
Finance Friday Articles
- Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning
- How to Choose Insurance Policies
- How to Start Investing in Real Estate
- Iron Laws of the Stock Market
- Mitigating 401(k) leakage with emergency savings
- Reasons Not to Use ToD/PoD Beneficiary Designations
- The Big Secret to Long-Term Investment Success
- What to Do About the Vanguard Automated Cost Basis Email
- Worth 1,000 Words
Finance Friday Articles
- $1,000 Charity Donation Deduction in the 2025 Trump Tax Law
- Average Investment Return Rate (ROI)
- Deductible Car Loan Interest in the New 2025 Trump Tax Law
- Going to Extremes
- How to Get Real Financial Advice If You Need It
- Is the American Medical Association (AMA) Disability Plan Worth It?
- Lessons learned from a military do-it-yourself move gone wrong
- Nothing Works All the Time
- Tax Deductions: Above-the-Line, Itemized, and Neither
- The Best Leading Indicator of Wealth
- The Best Time to Invest
- Try a Mini-Retirement
- Wall Street is Challenging the Low-Cost-Investing Revolution
- Zero-sum Thinking and the Labor Market
Finance Friday Articles
- 5 Ways to Retire with $5 Million by Age 55
- 11 Things I’ve Learned as a Financial Planner
- Estimated Taxes and the Safe Harbor Rule
- Know Why You Own Each of Your Investments
- Leaving Service? Here’s What You Can Do With Your TSP Account
- Physician Finances: Fix Common Planning Gaps
- Reference guide for advisors on the One Big Beautiful Bill Act
- Should My TSP Investments Change at Retirement?
- The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special Anymore
- Top 16 Asset Protection Strategies for Doctors
- Trump Accounts — What to Know About This ‘Baby Bonus’ from the One Big Beautiful Bill
Finance Friday Articles
- Different Kinds of Rich
- How the ‘One Big Beautiful Bill’ Act Will Affect Doctors
- How to Make More Without Working More
- Investing a Lump Sum at All-Time Highs
- Low-Income Doctor in a High-Cost-of-Living Area (HCOL)
- Stocks For Wealth, Bonds for Sanity
- What Does It Mean to ‘Adjust as You Go’ in Retirement?
Finance Friday Articles
- Delegator, Validator, or DIYer? Take This Quiz to Find Out What You Are
- Depreciating Financial Assets
- Everybody Wants Alts
- Eyes Forward
- How to know when you need help
- How to Spend More Money
- Lessons on Money & Life I Learned From Warren Buffett
- Let’s Get Happy
- Musings of a Cheapskate
- Performing a Personal Financial Health Audit: How Is Your Financial Health?
- Retirement of the L 2025 Fund and the Launch of New L 2075 Fund
- State Tax Update: 2 More States (CA/VT) Pass Partial Exemptions for Military Retirement Pay
- TSP Addresses Nuts and Bolts of ‘Retiring’ 2025 Fund, Launching 2075 fund
- Use an Independent Agent for Auto and Home Insurance
- What Is Your Biggest Financial Risk?
- Why Financial Independence is Overrated
Finance Friday Articles
- Are You Moving Toward or Away from Financial Independence?
- Beyond SGLI: Do You Have a Life Insurance Plan for After Service?
- Expected Returns in the Stock Market
- Financial Advisor Facts: The Basics on Finding Professional Planning Help
- Financial Considerations When Taking Care of Your Aging Parents
- How to Make Money in Real Estate
- Is Talking to ChatGPT About Finance Ever a Good Idea? Here’s My Investigation
- TSP Roth: Want to Pay Less Taxes Now? Or More Later
- What’s Better Than U.S. Bonds for Downside Protection?
Finance Friday Articles
- 3 Charts That Will Surprise You
- Everyone is running their own race
- How to Diversify Against the Dollar
- How to Navigate the Tariff Circus
- Life Is A Fatal Disease
- My Baptism by FIRE: Lessons on Financial Independence
- Never Take Candy from Strangers
- Rebalancing Your Investment Portfolio – Back to Basics
- Why You Can’t Invest by Looking in the Rear-View Mirror
Finance Friday Articles
- Physician Surveys Step by Step (And Why Making $30,000 in a Year Was Easy)
- Risk Free S&P?
- The household auto fleet is a money pit
- The Trick to Enjoying a Vacation (and Investing Successfully)
- The White Coat Investor’s 11 Most Controversial Teachings
- What If Stocks Don’t Go Up in the Long Run?
- What Is the Guyton-Klinger Guardrails Approach for Retirement?
- What to Do When Your Insurance Rates Go Up: A Guide for Physicians
Joel Schofer's Career Planning Blog 