An investment policy statement is crucial for maximizing investment returns and minimizing risk. I explain why it’s important and how to write a good one.
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College admissions expert Shirag Shemmassian explains the mindsets and accomplishments you need to win admission to elite colleges (Ivy League, top 10).
Estate planning attorney Spiro Verras explains how to create a proper estate plan, including tips for real estate & business owners + high net-worth folks.
Social Security expert Jim Blair, who spent 35 years at the Social Security Administration, shares how Social Security works and optimal claiming strategy.
HSA expert Roy Ramthun, who helped the White House implement HSAs into law, explains how they work and tips for maximizing the benefit of HSAs.
National Medicare expert Danielle Roberts explains how to evaluate, navigate, calculate, and decide on the best Medicare coverage for you and your family.
Financial advisor Eric Brotman explains whole life insurance: who it’s best suited for, its tax and estate planning benefits, and how to use it to invest.
College admissions expert Shirag Shemmassian (who won >$200k scholarships) shares exact tips & tactics for winning scholarships to attend college for free.