personal finance
Finance Friday Articles
- Alternatives in a portfolio: Think role, risk, and realism
- Become a Giver, Get Rich
- Direct Indexing: 3 Great Use Cases for High Net Worth Investors
- Hanging Up the White Coat: Planning the Emotional Side of Life After Medicine
- Is This a Bubble?
- I’ve heard about avoiding early withdrawal penalties with the ‘Rule of 55.’ How does it work?
- The 4 Abilities Every Investor Needs to be Successful
- The Risk-Wealth Paradox: Why More Money Means You Should Take Less Risk
- The Ultimate New Resident Physician Checklist: Essential Steps Before Starting Residency
- Understanding Your Financial Behavior: Why ‘Knowing Better’ Isn’t Enough
- Using AI for Tax Research
- WHEN, not IF
- Why Accountants Should Not Be Your Go-To for Financial Advice (Yes, Some Docs Do This)
- Why Doctors Are Quitting At An Earlier Age
- Why the Bucket Strategy May Not Work as Expected for TSP Investors
Finance Friday Articles
- A Government Debt Crisis?
- Household Finances as an Early Indicator of Cognitive Decline
- How NOT to Invest’s 10 Most Important Ideas
- How to Be a Part-Time Physician
- Phishing exploits the gap between tools and trust
- Ten Nasty Financial Tricks Predators Play on Our Clients
- The 10 Commandments of The White Coat Investor
- You Just Retired (or Are About to). Now What?
Finance Friday Articles
- 13 Common Investing Mistakes Wealthy People Make (How Many Are You Making?)
- Believing ‘Never Spend Principal’ Will Cost You Your 60s
- Higher Gas Prices
- Keeping Vulnerable Loved Ones (and Yourself) Safe from Fraud
- Life is existential uncertainty
- Should I Pay Off My Mortgage Early?
- The best and worst states for doctors in 2026
- The Psychology of Spending in Retirement
- What Happens When A Physician Is Reported to the National Practitioner Data Bank (NPDB)?
- Will My Beneficiaries Be Subject to RMDs?
Finance Friday Articles
- An All-Time Bull Market
- Analyzing the Analysis: How Do AI Portfolio Recommendations Hold Up?
- Don’t Fight the Stock Market
- Government Guidance on Passkeys (from the UK)
- How Much Money Do Doctors Make a Year? 8 Specialties Get Paid More than $500,000
- I have a will. Do I really need an estate plan?
- Remaining in the TSP at Separation One of Four Options
- Roth or Traditional? Know the Difference Before You Decide
- Spend Intentionally
- The Expat Doctor’s Common Pitfalls: Why Living Abroad Makes Your US Taxes Harder, Not Easier
- What Do You Believe About Investing?
- What I’ve Learned Writing 500 Blog Posts
Finance Friday Articles
- A Rant About Nuance in Debt Management (Stupid Debts and Their Doctors Part II)
- Don’t Cheap Out When It Comes to Insurance: The Cheapest Policy Isn’t Always the Right One
- Everything is Faster Now
- How Do You Retire at 55?
- Money Tips for People Who Hate Money
- Preparing for and Surviving the Next Bear Market
- Security Keys: The Most Secure Way to Log In
- Survival is the Only Success
- Tax Alpha
- Yes, You Can Now Do Roth Conversions in Your Thrift Savings Plan (TSP)
Here is a PDF on TSP Roth in plan conversions:
Finance Friday Articles
- 3 Steps to Stay Sane in a Volatile Market
- 10 Reasons You Should Own a Business
- Dave Ramsey vs. the Bogleheads
- Did AI Kill Coast FIRE?
- Do I need an umbrella insurance policy?
- Five Beneficiary Designations For Clients to Review Now
- The Business of Life is the Acquisition of Memories
- The Case Against Resident Homeowners
- Tops and Bottoms
- What You Need to Know About Trump (530A) Baby Bonus Accounts
- Why You Should Consider Turnkey Rentals
Finance Friday Articles
- 5 Financial Lessons That Boomers Taught This Millennial That Gen Z Needs to Hear
- Is a Total Stock Market Fund No Longer Diversified?
- Magnificent Seven: More diverse than they may appear
- Stop Trying to Remember Your Passwords (And Use a Password Manager Instead.)
- The 2026 Financial Educator of the Year Award — Call for Submissions
- The Upper Middle Class Trap
- Tips to Coordinate Your Uniformed Service and Federal Benefits
- Trump Proposes 5-7% Military Pay Raise for 2027; $1.5 Trillion in Defense Spending
- Your 12 Good Years
Finance Friday Articles
- 8 Steps to Prepare Your Finances Before Deployment
- Getting Used to Passkeys
- Give Smart: What New Tax Laws Mean for Your Charitable Contributions
- How the Stock Market Performs After a Correction
- How to Own The Best Stocks
- I’m thinking about an early IRA withdrawal. How can I avoid penalties?
- Intentional vs. Unintentional Giving
- Is U.S. Housing Starting to Crash?
- Service Members Have Options Leading Up to Tax Day
- The Fallacy of Investing Based on Forecasts
- Why the Small Value Tilt Works: A Psychological Perspective on a Persistent Premium
Finance Friday Articles
- Do You Really Need a Trust? And Other Estate Planning Questions Retirees Ask Most
- Financially Independent but Trapped by My Assets
- IRS proposes regulations for Trump accounts, pilot program
- Money Scripts Doctors Inherit and Why They’re So Hard to Change
- Reducing Retirement Income Volatility With The Modified RMD Safe Withdrawal Method
- The 7 Ways to Get Out of a Real Estate Investment
- The Perils of Using Prediction Markets Like Kalshi and Polymarket — And How They Could Wreck You
- Understand the Passive Investing Data
Joel Schofer's Career Planning Blog 