A framework to make sure college doesn’t drown your kid in debt for life AND your kid gets educational value useful for their career.
How to motivate your kid to win the national spelling bee (and excel in life)
A framework for figuring out whether helicopter parenting vs. free-range parenting is better for your kid.
Tax loss harvesting and tax gain harvesting step by step (updated for 2023)
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
How to write a will
A useful guide on what you need to write a valid last will and testament.
How to set up a revocable living trust (with sample trust document)
A comprehensive guide on how revocable living trusts / inter vivos trusts / family trusts work and how to set one up.
How the final Trump tax bill affects you: analysis for early retirees
A clear explanation of how the Trump tax bill affects you, from W-2 income to investment income to real estate income to side business income.
2019 federal income tax brackets and retirement contribution limits
2019 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Life insurance: How to calculate exactly how much you need in 4 simple steps (updated for 2023)
How to calculate exactly how much life insurance you need. Plus, how to calculate whether regular term life vs. return of premium insurance is more cost-effective.
How to find great tenants for your rental property in 4 simple steps that take 1 hour or less
Four critical tips for attracting and retaining great, stable, high-paying tenants.
Battle-tested home remodeling tips for saving serious money and getting the most from your contractors
Here are best practices we learned while remodeling our 4-plex, including key money-saving strategies and tips for remodeling cost-effectively.









