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?
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.
All homeowners out there thinking of selling their house — and even home buyers who just want to learn how to be tax-efficient — can get a LOT of value from understanding the intricacies of how this part of the tax code works.
Today I’m going to show you step-by-step how to take a year off, earn 6 figures, get a step-up in stock basis, convert taxable IRA dollars into tax-free Roth IRA dollars — and legally pay zero taxes on it all.
In this post, I’ll show you how I have made buying a home in the Bay Area pay off handsomely. If you also live in a high-growth real estate market, you may be able to incorporate some of the same learnings to analyze whether investing in real estate can pay off for you, too.
I analyze what my side projects have earned and give you the exact tools I created to do the analysis. I show the actual revenue generated from my products.
In this post, I’ll deep-dive into my income and expenses over the last several years. I’ll share key insights I learned and also give you the exact tools I created to do this analysis. Finally, I’ll offer actionable advice to help you grow and diversify your income so you can build wealth more quickly.
On the eve of my marriage, I wanted to “baseline” my net worth so I could figure out what I might need to change about the future.