Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
Estate planning: a big-picture overview.
Why you need more than hard work to break into the top 1%, but why you only need hard work to achieve FI (and how to do it).
2020 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
A comprehensive framework for understanding how 401ks work and how to use them strategically.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
How I once lost 1/3 of my savings, how I then became a financial expert, how much wealth that expertise has created for me, and what I now teach on HYW.
How Social Security benefits work, how it’s calculated and taxed, how a job impacts Social Security, spousal/survivor benefits, and the looming Social Security shortfall. (Hint: Best to save as much as possible and not rely on it 100%.)