Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
Goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals this year + FIRE community leaders share new year’s advice.
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
Good index funds let you match the market for zero effort and near-zero cost. Jonathan Duong, CFA, explains how to pick the best index funds to invest in.
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
An investment policy statement is crucial for maximizing investment returns and minimizing risk. I explain why it’s important and how to write a good one.
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College financial aid advisor Ann Garcia explains how financial aid works, different types of aid available, and strategies for maximizing financial aid.