From classic buy and hold investing to tax liens. Plus: What I look for in investment properties and how I personally analyze them.
16 essential estate planning checklist topics to protect your family and give you peace of mind (HYW009)
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
How Social Security Works: The Ultimate Guide For Laypersons
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%.)
Hey, rich people. Wealth management includes telling your kids how rich you are.
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 so damn challenging (and what to do about it)
Why child care is crushing families and what we can do about it.
Tax loss harvesting and tax gain harvesting step by step
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.
How to write a will
A useful guide on what you need to write a valid last will and testament.
How to set up a revocable living trust (with sample trust document)…and why setting up a trust now will save you LOTS of time and money later
A useful Q&A guide on how living/family trusts work and how to set one up.
Life insurance: How to calculate exactly how much you need in 4 simple steps
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.
How to find great tenants for your rental property in 4 simple steps that take 1 hour or less
Four critical tips for attracting and retaining great, stable, high-paying tenants.
