Credit Shelter Trust- Avoid Estate Tax
Credit Shelter Trust- Avoid Estate Tax There are many different kinds of trusts. One of the most popular is called a credit shelter trust. The point of this trust is primarily to avoid paying estate...
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How Dentists Retire By 50
Douglas Carlsen, DDS [Editor’s Note: Doug Carlsen, DDS, is a dentist who retired at 53. He is a new columnist at The White Coat Investor. This is his second column. Let me know how you like his...
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Spend Your Money On What Makes You Happy
Spend Your Money On What Makes You Happy I’ve mentioned before how it is important to really take a hard look at your spending and make sure you are spending your money in a way that maximizes your...
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Why Vanguard?
If you've been around this blog for very long at all, you've probably noticed that I spend a lot of time discussing Vanguard, to the exclusion of other mutual fund and brokerage companies. If you don't...
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Can a Doctor Form a Corporation to Reduce Liability and Save Taxes
By Dr. James M. Dahle, WCI Founder From time to time I hear doctors talk about incorporating in order to decrease liability and taxes. Almost without fail, the doctor overestimates the decrease in...
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Morningstar.com Review – Is Premium Worth It?
Morningstar is a (mostly) online investment advisory company that specializes in collecting vast amounts of data on stocks, bonds, and mutual funds. It rates mutual funds using a 5-star system, and...
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