Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
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%.)
How to talk to your kids about money. (Hint: Don’t avoid it. They’ll figure it out anyway, so better to do it on your own terms.)
Why child care is crushing families and what we can do about it.
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.
A useful guide on what you need to write a valid last will and testament.
A useful Q&A guide on how living/family trusts work and how to set one up.
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.
Four critical tips for attracting and retaining great, stable, high-paying tenants.
Here are best practices we learned while remodeling our 4-plex, including key money-saving strategies and tips for remodeling cost-effectively.