Everything you need to know about health savings accounts: the most tax-efficient retirement instrument in existence.
What is a Solo 401k? And Why It Beats All Other Retirement Accounts (updated for 2023)
Need to open a solo retirement account? Solo 401k is likely your best option because it lets you shield the most money from taxes.
Traditional vs. Roth? How to double-dip on the tax benefits of BOTH (updated for 2023)
Contribute to a traditional account upfront, then slowly convert to a Roth AFTER you retire. This lets you get the best of both worlds.
How to make money from paying your taxes
I’ll show you how to earn some quick money by simply paying your taxes.
Retirement Savings Calculator: How Much Do You Need to Retire? How Soon Can You Retire? (Updated for 2023)
Your retirement number is based on 2 key questions: What does your target retirement lifestyle cost annually? How many years do you expect to need your retirement funds to last?
What I’ve learned about joint expenses in my first few months of marriage
With a few months of married life now behind me, I wanted to do a lookback post on what I’ve learned about managing my income and expenses. Coordinating my finances with a partner has been a new experience and taught me some useful lessons.
Avoiding capital gains tax on real estate: how the home sale exclusion works (updated for 2023)
The capital gains tax exclusion on real estate home sales can save you a ton on taxes. Learn how it works here.
How to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all (updated for 2023)
A step-by-step guide on how to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all.
The True Benefit of Homeownership (why buying has paid off over renting, even in a million dollar market)
I’ll show you how I made buying a home in the expensive SF Bay Area pay off handsomely and help you analyze whether real estate can pay off for you, too.
The Best Investing Strategy I Learned For Growing My Net Worth (Including The Online Tool I Now Use To Implement The Strategy. Hint: It’s Free.)
How I analyze my net wealth, how it’s evolved over time, and reflections on lessons I’ve learned. I’ll share the exact spreadsheet tools I created to analyze my net wealth.
